Daniel Kasaska - 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 or at my office

My particular specialisms are:
  • Paying for care
  • Equity release
  • Inheritance tax planning
  • Pensions
  • Savings and investments
  • Financial advice for disabled adults

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of RG74LB.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

A bit more about me
Protection & Investment Ltd was formed in 1999 and offers Independent Financial Advice which is not limited or restricted to any product area or provider for both personal and corporate clients. Daniel joined the Financial Services industry 30 years ago and has considerable experience on a broad range of financial planning matters. Daniel has expertise in the pre and post retirement area, is a specialist in long term care planning with particular emphasis on how to fund care costs and equity release. Daniel is an accredited member through the Financial Services Skills Council of the Society of Later Life Advisers (SOLLA) and also a founder member and Master Practitioner of a national IFA group of long term care planners called Symponia.

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.

Qualifications

Certificate in Financial Planning

CF8 - Long Term Care Insurance Certificate

ER1 - Equity Release

Classification(s):

Info last updated:

30/04/2019
Provider
Protection & Investment Limited Berkshire, 2 Mars House, Calleva Park, Aldermaston, Berkshire, RG7 8LB