LATER LIFE FINANCIAL PLANNING LIMITED

ABOUT LATER LIFE FINANCIAL PLANNING LIMITED

Who we are

Later Life Financial Planning Ltd is a firm specialising in advising clients about financial planning in later life.

All advice and recommendations are made by Andrew personally and we do not have 'assistants' or 'trainees' or less well qualified staff to handle less important matters. All our clients rely on the very personal service provided by Andrew and maintain access to him personally.

We do not compete with (or upset) existing arrangements or relationships and we are not trying to sell any products, investments or wealth management services; our skills are listening and talking.

Later Life financial planning Ltd is not about building capital for the future or investing in long term plans; its about protecting what you have, simplifying and consolidating finances, making sure everything is where it should be, passing on what should be gifted now and ensuring that everything ends up where it should be in the future, including planning for inheritance tax and setting up trusts for vulnerable children or protecting the funds for future generations.

Later Life Financial Planning Ltd is not about building capital for the future or investing in long term plans; its about protecting what you have,

simplifying and consolidating finances, making sure everything is where it should be, passing on what should be gifted now and ensuring

Later Life Financial Planning Ltd is not about building capital for the future or investing in long term plans; its about protecting what you have, simplifying and consolidating finances, making sure everything is where it should be, passing on what should be gifted now and ensuring that everything ends up where it should be in the future, including planning for inheritance tax and setting up trusts for vulnerable children or protecting the funds for future generations.