Jane Bownas - Restricted Financial Advice

Restricted financial advice for older people and their families

What does it do?

I provide financial advice to older people and their families.

I do this in whichever way suits my client - in their home or at my office or by telephone.

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 PL12 6NW.

What it costs:

I charge a fee for my services, and the 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:

20/07/2021
Provider
St. James's Place Wealth Management, Smallacombe, Botus Fleming, Carkeel, Saltash, Cornwall and Isles of Scilly, PL12 6NW