James Gardiner - Independent Financial Advice

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 investments
  • Injury Trust Investment

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of EC4Y 1HY.

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:

18/03/2021
Provider
Chronicle House, 72-78 Fleet Street, London, Greater London, EC4Y 1HY