Justin Parsons - 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
  • 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 BN13 3PS.

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. 

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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.

 

A bit more about me:

 

"Sound advice begins with getting to know you". 

 

I regularly help clients in the following areas:

  • Tax-efficient investing and money management
  • Protecting the important things in life
  • Growing your wealth and income
  • Having the retirement that you want and deserve
  • Paying for care
  • Passing as much wealth to loved ones as possible.

 

I pride myself on providing a bespoke face-to-face personal service. 

Starting with a no-obligation review, I will help you to take control of your finances aiming to achieve your future goals.

 

Please contact me for more information. 

 

 

 

Classification(s):

Info last updated:

18/03/2021