Angus Mackenzie - Independent Financial Adviser

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 Investment

Injury Trust Investment

 

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of NR11 7PN.

What it costs:

I charge a fee for my services, and will provide a quotation before starting any chargeable work.

I offer a non-obligatory initial conversation without charge. 

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:

25/02/2021