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EAC Services Directory

Harvey Gelman - Independent Financial AdviceIndependent financial advice for older people and their families

Provider

Society of Later Life Advisers.
Harvey Gelman, Later Life Matters Limited, 19-21 Bull Plain, Hertford, Hertfordshire, SG14 1DX (view on a map).
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What does it do?
I provide independent financial advice to older people and their families.

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

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 SG141DX.

What it costs:

I charge a fee 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 below.

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):

Independent Financial Advisers (IFAs)

Info last updated:

11/08/2017

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Provider

Society of Later Life Advisers
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