Lindsay Grellis 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
  • Inheritance tax planning
  • Pensions
  • Savings and investments

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of PO188XX.

What it costs:

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.

Qualifications

Certificate in Financial Planning (FPC)

CF8

Classification(s):

Info last updated:

11/08/2017
Provider
St.James's Place Partnership, 5 Blackboy Court, Main Road, Fishbourne, Chichester, West Sussex, PO18 8XX