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EAC Services Directory

Stephen Brough - Restricted Whole of MarketRestricted Whole of Market Adviser for older people and their families

Provider

Society of Later Life Advisers.
Stephen Brough, SRB Wealth Management, Suite 2/4, Willow House, Kestrel View, Strathclyde Business Park, Bellshill, Lanarkshire, ML4 3PB (view on a map).
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What does it do?
I am a resticted Whole of Market Adviser to older people and their families.

I do this in whichever way suits my client - in their home or at my office or by phone.

My particular specialisms are:
  • Paying for care
  • Inheritance tax planning
  • Pensions
  • Savings and investments
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of ML43PB.

What it costs:

I charge a fee and commission for my services, and will provide a quotation before starting any chargeable work.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.

Classification(s):

Restricted financial advisers

Info last updated:

10/08/2017

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Provider

Society of Later Life Advisers
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