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

Older people and their families.

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. 

Please phone or email me, as above.

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.