David Hill - Restricted Whole of 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 in whichever way suits my client - in their home or at my office

My particular specialisms are:

  • Paying for care
  • Inheritance tax planning
  • Pensions
  • Savings and investments
  • Equity release

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of MK403JG.

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:

07/12/2021
Provider
David Hill Wealth Management Limited, The Courtyard, 30a Mill Street, Bedford, Bedfordshire, MK40 3HD