Floyd Fombo - 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 BS70XN.

What it costs:

I charge a combined fee and commission for my services.

How to access or apply for it:

Please phone or email me, as below.

Email communications are not secure. For this reason Rathmore Financial cannot guarantee the security of the email or its contents or that it remains virus free once sent. 

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:

20/07/2021
Provider
Rathmore Financial Ltd, Trym Lodge, 1 Henbury Road, Westbury-on-Trym, Bristol, Bristol, BS9 3HQ