Adam Claridge - Restricted Financial Adviser

Restricted Financial Adviser for older people and their families

What does it do?

I am a Restricted Financial Adviser, providing advice to and for older people and their families especially where care needs require funding.

Taking any health issues into consideration, I can arrange to hold discussions at my office, in your home, or via video link or telephone.

My particular specialisms are:

  • Later life planning and paying for care
  • Estate and Inheritance Tax planning
  • Pension planning
  • Savings and Investment planning

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of LE194AA.

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.

Throgmorton Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.

Classification(s):

Info last updated:

29/09/2021
Provider
Throgmorton Associates Wealth Management Ltd, The Cedars, 3 Broad Street, Enderby, Leicestershire, LE19 4AA