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Ben Harrison - Independent Financial Advice
Independent financial advice for older people and their familiesWhat does it do?
I provide independent financial advice to older people and their families.
I do this in whichever way suit my clients - in their home or by telephone.
My particular specialisms are:
I do this in whichever way suit my clients - in their home or by telephone.
My particular specialisms are:
- 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 PR13HP.
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.
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:
11/08/2017
Provider
Moore and Smalley LLP, Richard House, 9 Winckley Square, PrestonLytham St Annes, Lancashire, PR1 3HP