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Financial Advice

  • Location: 16-18 Bridgeway Centre Meadows
  • Price: Free
Call 0115 844 0011 for more info

Free

Do you need personal financial advice?
We offer free, professional, confidential, financial advice for persons of pension age via a local financial advisor for your personal finances.

• Wealth Management
• Private Pensions
• Retirement Planning
• Investments
• Later Life Planning (including Care Fees and intergenerational planning)
• Equity Release

This service is not able to advise on State Pensions or give Benefits Advice

What do we offer?

• Up-to-date, professional and confidential financial advice
• Information on choices available but the decision is always yours

How is this service delivered?

This service is delivered via the telephone, a 20-minute advice session by arrangemenAdvice sessions kindly provided by:

• George Square Financial Management

George Square Financial Management

Where is this service delivered?

This service is delivered by a Financial Advisor via a 20 minute advice session over the telephone.

Who is this service for?

Anyone aged 55+