Gareth Lewis - Restricted Financial Advice

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
  • Inheritance tax planning
  • Pensions
  • Savings and investment planning
  • Financial advice for disabled adults and parents of children with disabilities. 

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of E14 5NR.

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 free of 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:

26/04/2021
Provider
Cooper Associates Wealth Management, 4th Floor, 40 Bank Street, Greater London, E14 5NR