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Sharon Marson - Restricted Whole of Market Adviser
Restricted Whole of Market Adviser for older people and their familiesWhat 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:
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 Investment
Who it is for?
Older people and their families.
Where it is available?
Local service serving within 25km of GL52LS.
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:
19/02/2019
Provider
Marson Wealth Management, Bracken Ridge Cottage Butterrow Hill, Stroud, Gloucestershire, GL5 2LS