Debbie Ormerod - Independent Financial Advice

Independent financial 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.

My particular specialisms are:
  • Paying for care
  • Equity release
  • 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 HP224LW.

What it costs:

I charge a fee for my services, or a fee and commission. 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:

12/08/2017
Provider
Asset Wise Associates Ltd, Unit 10 Wingbury Courtyard Business Village, Wingrave, Aylesbury, Buckinghamshire, HP22 4LW