Alfriston Wealth Management

Description

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

Our services include providing advice and support with:

  • Investment Planning
  • Retirement Planning
  • Protecting You & Your Estate
  • Corporate Services
  • Banking & Mortgages
Staff at Alfriston Wealth Management have 30+ years experience as a Financial Adviser specialising in Long Term Care funding.

Service Details

Locations:
East Sussex
Organisation:
Alfriston Wealth Management
Service Type:
Advice and Information
Website:
Accreditation Scheme Membership:
  • Society of Later Life Advisers (SOLLA)

Accreditation Information

Society of Later Life Advisors

The Society of Later Life Advisers (SOLLA) ensures that accredited advisers have fully satisfied all criteria to become a member. This means peace of mind and assurance that the advice you are given is from financial advisers who have proved they have specialist knowledge of the sector.
 

This page was last updated on 07 May 2019

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This page was last updated on 07 May 2019

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Contact Details

Contact Name:
Alfriston Wealth Management
Address:
16 Wessex Walk, Shoreham By Sea, West Sussex, BN43 5FZ
Mobile:
07977 109892
Telephone:
01323 871489
Email:
mark.wadlow@sjpp.co.uk