Keith Galgut - 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 or by phone.

My particular specialisms are:
  • Paying for care
  • Pensions
  • Savings and investment
  • Inheritance Tax planning
  • Equity Release

Who it is for?

I am an Independent Financial Adviser specialising in Later Life issues – Equity Release, Care Funding, Inheritance Tax Planning and Investments for older people.

No one knows how long we are likely to live, how far our money might go, or what the cost of care could be. This can make it difficult to plan our finances.

Later Life Planning enables you to manage your money so you have what you need – whether it’s a regular income, a lump sum for that dream holiday, money to cover care costs or manage Inheritance Tax liabilities. It might be a combination of all of these.

What I love most is finding the solution to your concerns.

I like to blend high-quality accredited advice, knowledge and experience with concern, patience and empathy.

I understand the emotional aspect of thinking about selling your home for example – a place where you might have raised a family and have treasured memories.

I also appreciate how worrying it can be to think about paying for health care and medical bills.

Fortunately, there are strategies that can accommodate these concerns, and they don’t have to be expensive.

I will explain all the options available, and suggest what would be suitable for your own particular circumstances.

Later Life planning is a specialist area that needs careful thought.

I have been a specialist in this area for more years than I care to remember. During my career in Financial Services I have served as a member of the National Executive of the Life Insurance Association, a representative body for Financial Advisers, where I had a lead role in developing educational standards in the financial services sector.

I am a keen golfer, interested in art, architecture and music and enjoy photography, always hoping to capture that special picture.

Where it is available?

Local service serving within 25km of WD6 3SY.

What it costs:

I charge a fee or fee/commision for my services, and will provide a quotation before starting any chargeable 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:

26/06/2021
Provider
Wealthwise Financial Solutions Limited, Catalyst House, Brentano Suite, Elstree, Hertfordshire, WD6 3SY