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Jenny Williams - Independent Financial Advice
Independent financial advice for older people and their familiesWhat 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:
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