David Butler - 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

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of SO531GD.

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 below.

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.

A bit more about me

I have over 25 years of experience within Financial Services and have advised clients in all areas of Financial Planning during this time.

I am family orientated, active and well travelled. I have personal experience with regards retirement planning - helping my parents retire and with Care Fees Planning - helping my Grandmother fees plan for Care in a residential home.

Classification(s):

Info last updated:

11/04/2019
Provider
Succession Group, 63 Merdon Avenue, Eastleigh, Hampshire, SO53 1GD