Joanne Hill - 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

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 B908AR.

What it costs:

I charge a commission for my services, and will provide a quotation before starting any chargeable work. First hour of advice at advisers own expense.

How to access or apply for it:

Please phone or email me, as above.

Also at: The Trees,, School Lane, Holt Heath, Worcester, Worcestershire, WR6 6NF

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:

11/08/2017
Provider
St James's Place West Midlands, Blythe Valley Business Park, Shirley, Solihull, West Midlands, B90 8AR