Rawleys Field, 25 Three Stiles Road, Farnham, Surrey, GU9 7DEMake an enquiry
We work with clients in Bristol, Gloucester, Somerset, Surrey, Sussex, Greater London and Hampshire.
All our advisers are actively involved in pre and at retirement planning*, estate preservation and trustee investment planning.
Will Molony helps clients to make decisions regarding selecting an appropriate retirement income option, also designing investment solutions that meet our clients expectations, wealth management and general financial planning.
Make the wrong choice at retirement and people may find themselves receiving much less income that they are entitled to, paying more tax** than is necessary and finding that they have not made adequate provision for their dependents.
Floyd Fombo, based in Bristol, is a member by accreditation of the Society of Later Life Advisers (SOLLA) and specialises in advising on Equity Release mortgages***, Long Term Care fees planning.
Paul Scobie, also in Bristol, specialises in creating structured personal cashflow planning strategies, to add further depth to financial planning principles and clearer potential outcomes.
Our retirement planning service includes advising on transfers from Final Salary or Defined Benefit Pensions****.
We provide Independent Financial Advice to the over 55's. We excel at providing financial wellbeing in later life. As you get older, financial matters can cause increasing levels of stress, we aim to relieve that stress and leave our clients in a better position financially. We advise people at retirement who want the best income from their pension savings. For those in retirement with financial worries we advise on additional forms of income such as equity release, then when you become too frail to live independently, we show you how to pay for care without breaking the bank.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.