Samantha Barrett - 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, at my office or by telephone.

My particular specialisms are:
  • Paying for care
  • Equity release
  • Inheritance tax planning
  • Pensions
  • Savings and investments
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of B945NL.

What it costs:

I charge a fee for my services, and will provide a quotation before starting any chargeable work. The first meeting is at my cost and not chargeable.

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:

11/04/2019
Provider
Central Care Planning Ltd, 1 Dairy Barns, Nuthurst Grange Lane, Hockley Heath, West Midlands, B94 5NL