Adrian Quick - 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 CM49EH.

What it costs:

I charge a fee 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.

A bit more about me

I have been advising clients since 1979 and been an Independent Financial Adviser since 1996. I graduated in the first tranche of Chartered Financial Planners in 2005 and continue to upgrade my professional knowledge and skills in the pursuit of providing better client outcomes.

Financial Planning encompasses the transition through Life's Stages, identifying strategies and solutions that provide organisation, structure, security and peace of mind.

Having created a strong focus on retirement planning with our clients, the addition of Later Life planning addresses the challenges of care provision and maintaining post retirement financial security.

Qualifications

MSc Financial Planning & Business Management

Fellow of the Personal Finance Society

Chartered Financial Planner

Fellow of the Institute of Financial Planning

Certified Financial Planner

SOLLA Later Life Accredited Adviser


Classification(s):

Info last updated:

12/08/2017
Provider
HarperLees, 4 Rays Farm Barns, Roman Road, Ingatestone, Essex, CM4 9EH