Rhiannon Cafferty Restricted Whole Market Adviser

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 face to face

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 BL11HX.

What it costs:

I charge a commission for my work

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:

10/08/2017
Provider
Berkeley St James Wealth Management, Berkeley House, 1 Churchbank, Bolton, Greater Manchester, BL1 1HX