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Russell Wilkie- Restricted Whole of Market Adviser
Restricted Whole of Market Adviser for older people and their familiesWhat 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:
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
- Pensions
- Savings and investments
Who it is for?
Older people and their families.
Where it is available?
Local service serving within 25km of EH37NS.
What it costs:
I charge commission for my services. 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:
14/11/2016
Provider
Cotterell-Wilkie Financial Planning, St James's Place, 18-22 Melville Street, Edinburgh, EH3 7NS