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Douglas MacDonald - Restricted Whole of Market AdvRestricted Whole of Market Adviser for older people and their families

Provider

Society of Later Life Advisers.
Douglas MacDonald, Rosebank Wealth management, The Old Coach House Gravel Path, Berkhamsted, Hertfordshire, HP4 2PF (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 or by phone..

My particular specialisms are:
  • Paying for care
  • Equity release
  • 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 HP42PF.

What it costs:

I charge a commission for my services

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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