Receive financial advice from a diploma qualified Wealth Manager with 23 years experience through major UK banks, building societies and insurance companies. I am now advising through a FTSE 100 company which gives a written guarantee on all advice given by its advisers. I advise on regular premium and lump sum investments, protection (personal and business), Inheritance Tax planning and retirement planning. Existing pensions can be reviewed and if beneficial transferred with no up front cost. No obligation financial reviews are available.
I provide Independent Equity Release advice to clients over the age of 55 who are property rich and cash poor, mainly in the East of England and the East Midlands. Equity Release can be used for any purpose – Home Improvements, Mortgage to repay, Increase income in retirement, Help family members & more. I offer a no obligation, no-cost initial meeting in your own home.