Daljit Dhillon - Restricted Whole of Market Adviser

Restricted 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 investments

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of WV14 7LF.

What it costs:

I charge a fee for my services but 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
Provider
WSS, Unit A1-A6, Wolverhampton, West Midlands, WV14 7LF