Andrew Parsons - Restricted Whole of Market Advice

Independent financial advice for older people and their families

What does it do?

I provide independent financial advice to older people and their families.

Method of Advice

Advice types

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of DT13WE.

How to access or apply for it:

Please phone or email me, as above.

What to expect then:

Fee Structure

Additional information:

About Me:

After many years in financial services, I recognise that clients really appreciate building a 'relationship of trust' and very much enjoy the personal and regular contact that I provide.

I can assure you that I will endeavour to keep things simple and will try to take away some of the complexities of what is sometimes a bewildering financial world.

I can offer a no obligation consultation to review you and you family members' circumstances, to determine the type of services and advise that is required both now and in the future, and what financial solutions are appropriate.

My areas of expertise are:

Long term care planning
Inheritance tax planning
Trust and estate planning
Pension and Investments
Mortgages
Protection Insurance

Classification(s):

Info last updated:

11/04/2019
Provider
Eight Wealth Management, 222-224 Lower Blandford Road, Broadstone, Dorset, BH18 8DX