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Jonathan Stevens - Restricted Whole of MarketRestricted Whole of Market Adviser for older people and their families

Provider

Society of Later Life Advisers.
Jonathan Stevens, Close Brothers Asset Management, 2nd Floor, Kings Orchard, 1 Queen Street, Bristol, Avon, BS2 0HQ (view on a map).
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What does it do?
I am a Restricted 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

My particular specialisms are:
  • Paying for care
  • Inheritance tax planning
  • Pensions
  • Savings and investments

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of BS20HQ.

What it costs:

I charge a fee for my services, and will provide a quotation before starting any chargeable work. First hour of advice at adviser's own expense.

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:

12/08/2017

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Provider

Society of Later Life Advisers
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