Paula Sherlock-Cross - Restricted Whole of Market

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 or by phone..

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 L23YL.

What it costs:

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
Paula Sherlock-Cross Wealth Management, 5th Floor, Walker House, Exchange Flags, Liverpool, L2 3YL