Nick Twist - 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 BA12BT.

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 been advising clients in and around later life for over ten years. I enjoy helping client navigate through the challenges and opportunities they face.

Typically I deal with clients in the lead up to their retirement, entering retirement, enjoying retirement helping with all aspects of financial planning including inheritance tax planning and long term care planning.

I have worked at Money Wise since August 2002 and am a Chartered Financial Planner and Associate Director there.

Classification(s):

Info last updated:

18/02/2019
Provider
Fidelius Limited, Alexander House James Street West, Queen Square, Bath, Avon, BA1 2BT