Sasha Mckee - Restricted Whole of Market Adviser

Restricted Whole of Market Adviser for older people and their families

What does it do?

I am a Restricted Whole of Market Adviser to older people and their families.

My particular specialisms are:

  • Paying for care
  • Inheritance tax planning
  • Pensions
  • Savings and investments
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of PO157AF.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.

A bit more about me

Understanding, real empathy and an ability to listen are, I believe, key attributes to being able to help advise someone who may need, or already be in care as well as their family.

I have been active in the care market ever since the first qualification was available back in 2007 and am proud to be one of only a few SOLLA qualified advisers.

Having personal experience with my own family always gives reassurance to any potential clients. My love of simply trying to help a family through what is inevitably a complex and emotional time is incredibly satisfying, the fact that it is my work is an added bonus. I have become a Dementia Friends Champion, allowing me to help businesses, care homes and communities become more Dementia aware, trying to help people live well with Dementia.

I also present informative talks and seminars on the aspect of Care Planning and Wills & PoA to various groups including bowls clubs, community groups and he relative evenings at care homes. I am also on the registered speaker panel for The WI.’

Qualifications

Certificate in Financial Planning (FPC)

Classification(s):

Info last updated:

30/04/2019
Provider
Eight Wealth Management, 1460 Parkway, Fareham, Hampshire, PO15 7AF