I have been offering independent financial advice to clients since 1986, and have built up a loyal client base built on trust, delivering on my promises, and a friendly approach. I always offer a face to face meeting at a time and place to suit the client, and remain committed to the independent route when other advisers are choosing to offer a restricted service to their clients.
I have a growing number of clients who require 'later life' advice, whether that be to release capital from their property to help them enjoy retirement, or to advise clients, family and their legal representatives who are having to deal with the implications of a loved one who requires care in a residential or nursing home - especially the effect this will have on their savings and overall assets. I will explore all avenues to ensure that the shortfall between the cost of care and current income can be met, whilst protecting as much of the client's estate as possible.
33 Greenwood Avenue, Bolton Le Sands, Carnforth, LA5 8AN
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