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Later Life Services

EQUITY RELEASE

If your wealth is tied up in your property, but you don’t wish to move home, an Equity Release scheme could help to pay off your mortgage or provide funds for home improvements, holidays or long-term care.

CARE FUNDING

Having to pay for long-term care as we get older is not something anyone likes to think about. However, making it part of your financial plan can give you valuable peace of mind in retirement.

INHERITANCE TAX

Inheritance Tax planning is one of the most efficient ways to save money. We can explore the best way to make the most of the rules so that your family, not the taxman, benefit from your estate.

INVESTMENTS

Naturally our investment needs evolve the older we get. By understanding your goals, aspirations and attitude to risk, we can work together to design an investment solution that matches your objectives.

 

 

 

 

Hello. I am Keith Galgut 

I am an Independent Financial Adviser covering Barnet and specialises in Later Life issues – Equity Release, Care Funding, Inheritance Tax Planning and Investments for older people.

Whether you are looking to buy a new property, repay an interest only mortgage, extend a lease, gift some of your assets to family, or simply have some fun in retirement, I can help you navigate the options available.

Together we'll develop a strategy that will give you peace of mind about your finances in later life.

Testimonials

“My mother was looking to release some equity from her home and Keith guided us through the process with great professionalism and sincerity. We were very happy with the final outcome and my family would be very happy to use Keith in any future financial situations.”
 

 Gary Elster  

“I feel Keith genuinely cares about my investments and future. He’s experienced and I never feel rushed, which is important for me, since when it comes to money you want to make sure you understand everything. I highly recommend him.”
 

 Gurjit Soor  

“Keith listens to your requirements, investigates the possibilities and then discusses the pros and cons to help you make good decisions. He’s extremely patient, and makes sure I fully understand all the salient points. The word ‘excellent’ is only just good enough!”
 

 Jeff Myers  

Contact Keith

Please complete the form below with your details and we will get back to you, otherwise please call Keith on 07775 507 331

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WealthWise Financial Solutions Limited is registered in England and Wales no.12866490. Registered office, 2nd Floor, Hygeia House, 66 College Road, Harrow HA1 1BE.

Authorised and regulated by the Financial Conduct Authority. WealthWise Financial Solutions Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 937742. If you wish to register a complaint, please write to us at the address above or email us at clientsupport@wealthwisefs.co.uk

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.