Jenny Williams - Independent Financial Advice

Independent financial advice for older people and their families

What does it do?

I provide independent financial advice 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

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of IP333TU.

What it costs:

I charge a fee 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:

18/02/2019
Provider
Beckett Financial Services Ltd, Dettingen House Dettingen Way, Bury St. Edmunds, Suffolk, IP33 3TU