Carl Crossfield 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.

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 YO196NU.

What it costs:

I charge a fee and commission for my services, and the first hour of advice is 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.

A bit more about me

I believe it is becoming increasingly more difficult to find high quality personalized financial planning advice these days. Financial planning can be one of the most important decisions that you will ever make and it is vital that the advice you receive is absolutely specific to your needs and your situation.

I specialize in financial planning within the long term care market to help clients understand their current and future position and to ensure that they fully understand all the options available and provide the most suitable advice based on the clients individual circumstances.


Info last updated:

Crossfield Financial Planning, 56 Chapel Walk, York, North Yorkshire, YO19 6NU