Dean Williams - Restricted Whole of Market Adviser

Restricted Whole of Market advice for older people and their families

What does it do?

I provide independent financial advice 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
  • 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 LN12TU.

What it costs:

I charge a fee and commission for my services. First hour of advice at advisers own expense.

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:

04/12/2017
Provider
Dean Williams Wealth Mnanagement, Unit 3C The Quays, Burton Waters, Burton Waters, Lincoln, Lincolnshire, LN1 2XG