Benjamin Allen - Independent Financial AdviceIndependent financial advice for older people and their families
What does it do?
am a Chartered Financial Adviser providing independent financial advice to
older people, families, attorneys and deputies.
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 & Estate Planning
- Savings and Investment
- Trust Investments
Who it is for?
Older people, families, attorneys and deputies
Where it is available?
Local service serving within 25km of PE316GZ.
What it costs:
I charge a fee 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.
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.
Info last updated:
Allen Tomas & Co Financial Management Ltd, 6 St. Nicholas Court, Church Lane, Dersingham, Norfolk, PE31 6GZ