Gavin Southwell - Independent Financial Adviser

Independent Financial Advice for older people and their families

What does it do?

I am a Independent Financial 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

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of OX284BN.

What it costs:

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

04/12/2017
Provider
Chorus Independent Financial Planning, 29 Hexagon Business Centre,, Avenue 4 Station Lane, Witney, Oxfordshire, OX28 4BN