Andy Lees - 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.

I do this in whichever way suits my client - in their home or at my office or by phone..

My particular specialisms are:
  • Paying for care
  • Equity Release
  • Inheritance tax planning
  • Savings and investments

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of IV301DJ.

What it costs:

The first hour of advice is at adviser's own expense. I charge a commission for my services.

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.

Classification(s):

Info last updated:

12/08/2017
Provider
Lees Wealth Management Moray, 4 Commerce Street, Elgin, Morayshire, IV30 1BS