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.
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
Gary Elster
Gurjit Soor
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
Any personal data obtained in the course of providing services to you will be held and processed in accordance with the relevant data protection legislation.
Although we take all reasonable steps to ensure the security of your personal information over the Internet, such as using available means of encryption and privacy protection, the internet is not an entirely secure environment and for this reason we cannot guarantee that information will not be intercepted read or copied by unauthorised parties. You accept these inherent security implications and will not hold us responsible for any breach of security unless we have been negligent.
You have a right to request access to any personal data held by us.
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.