Tim Rampton - Restricted Adviser

Restricted adviser for older people and their families.

What does it do?

 

I am a Restricted 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
  • Pensions
  • Savings and investments
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

 

*   The value of an investment may fall as well as rise. You may get back less

     than the amount invested.

 

         To understand the features and risks associated with this type of

         mortgage, please ask for a personalized illustration. 

 

 

A bit more about me:

Arranging care for yourself or a loved one, is an emotionally complicated time. With over 20 years of professional experience and knowledge, combined with ‘common sense’ and a real ability to listen to what is of importance to my clients; my emphasis is on providing you with a source of trusted financial advice and practical solutions whilst building and maintaining a long-term relationship with you.  

 

I can help you consider the important issues including mental capacity, eligibility for state benefits, the type and location of care home and of course, funding the care itself.  All of which, requires specialist knowledge.  My aim is to enhance your financial status and protect your family with ongoing, tailored financial advice.

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of PO157AF.

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.

Tim Rampton Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.

Qualifications

Certificate in Financial Planning (FPC)

CII ER1

CF8

DipPF

 

 

Classification(s):

Info last updated:

20/07/2021
Provider
Tim Rampton Wealth Management, St. James's Place House, 1480 Parkway, Solent Business Park, Whiteley, Fareham, Hampshire, PO15 7AF