I am an Independent Financial Adviser specialising in Later Life issues - equity release, care funding, inheritance tax planning and investments for older people.

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I understand the emotional aspect of thinking about selling your home for example – a place where you might have raised a family and have treasured memories. I also appreciate how worrying it can be to think about paying for health care and medical bills. Fortunately, there are strategies that can accommodate these concerns, and they don’t have to be expensive.

 

I will explain all the options available to you and suggest what would be suitable for your own particular circumstances. There is no one size fits all.

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I joined the Financial Services industry 30 years ago and have considerable experience on a broad range of financial planning matters. I have experience in the pre and post retirement area and I am a specialist in long term care planning with particular emphasis on how to fund care costs and equity release.

 

I am an accredited member through the Financial Services Skills Council of the Society of Later Life Advisers (SOLLA) and also a founding member and Master Practioner of a national IFA group of long-term care planners called Symponia.

 

I am also a member of the Equity Release Council.

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Qualifications:

 

CF8 – Long Term Care Qualification

ER1 – Equity Release Qualification

Certificate in Financial Planning

Accredited member of the Society of Later Life Advisers