Peter Ewart - 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

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

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of IP171AG.

What it costs:

I charge a commission, or fee and commission, for my services, and will provide a quotation before starting any chargeable work. First hour of advice at adviser's 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:

11/08/2017
Provider
Persell Ewart & Co. Financial Management, 12 Market Place, Saxmundham, Suffolk, IP17 1AG