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

No one knows how long we are likely to live, how far our money might go, or what the cost of care could be. This can make it difficult to plan our finances.

Later Life Planning enables you to manage your money so you have what you need – whether it’s a regular income, a lump sum of money to cover care costs or manage Inheritance Tax liabilities, or even a dream holiday. It might be a combination of all of these.

What I love most is finding the solution to your problem

I like to blend high-quality accredited advice, knowledge and experience with concern, patience and empathy.

I understand the emotional aspect of thinking about selling your home – 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, and suggest what would be suitable for your own particular circumstances.

Later Life planning is a specialist area that needs careful thought

I have been a specialist in this area for more years than I care to remember. During my career in Financial Services I have served as a member of the National Executive of the Life Insurance Association, a representative body for Financial Advisers, where I had a lead role in developing educational standards in the financial services sector.

I am a keen golfer, interested in art, architecture and music and enjoy photography, always hoping to capture that special picture.

For more information call me on 07775 507 331.

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.