We specialise in a whole life approach to your financial planning; covering investments, pensions and retirement planning, mortgage advice and life and income insurance including serious illness cover. As well as strategies to ensure your twilight years are securely funded, to make sure you remain in the residential home of your choice.
If you have left your financial planning late in life, we can also help you through the equity release, home reversion options and imediate care plans.
Sue is also ISO 22222 certified
As a Pension Specialist, and an accredited Society of Later Life Adviser, we excel at meeting our clients goals and objectives in generating income, and protecting assets which then can be passed on to their family members. Helping individuals through the Care Fess Planning maze, gives people the peace of mind they seek, whilst enabling them to enjoy the time they have left together.
56 Marigold Crescent, Melton Mowbray, Leics, LE13 0FW
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