Sue Richardson - Restricted Financial Advice

Restricted financial advice for older people and their families

What does it do?

I provide restricted 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

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of LE130FW.

What it costs:

I charge a combination of a fee and commission 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:

12/02/2019
Provider
Riverfall Financial Ltd, 56 Marigold Crescent, Melton Mowbray, Leicestershire, LE13 0FW