Dominic Andersen -Restricted Financial Advice

Rrestricted financial advice for older people and their families.

What does it do?

I provide restricted financial advice to older people and their families.

I do this in whichever way suits my client - in their home, by telephone, or at my office.

My particular specialisms are:

  • Final Salary Pension Transfer
  • Paying for Care
  • Equity Release
  • Inheritance Tax Planning
  • Pensions
  • Savings and Investment
  • Financial Advice for Disabled Adults and Parents of Children with Disabilities
  • Injury Trust Investment

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of MK7 8NL.

What it costs:

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

I provide a non-obligatory initial conversation without charge. 

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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:

20/07/2021
Provider
Scottsdale Moneywise Ltd, 7 Copperhouse Court, Caldecotte, Milton Keynes, Buckinghamshire, M7 8KN