Long Term Care Financial Planning

Description

Independent financial advice (IFA)

We are a small firm of local financial advisers and pride ourselves on the individual and professional attention we afford to our clients. 

We are regulated and authorised to offer advice on long term care and investment planning, along with a range of other financial planning services. 

One of our advisers is an accredited member of The Society of Later Life Advisers (SOLLA).

Service Details

Locations:
2 Oakleigh Drive, Heathfield, East Sussex , TN21 8HQ (directions displayed on map)
Organisation:
Baker Jenness Financial Management
Service Type:
Advice and Information
Website:
Organisation Sector:
  • Private
Client Groups:
  • Older people 65+
Accreditation Scheme Membership:
  • Society of Later Life Advisers (SOLLA)

Accreditation Information

The Society of Later Life Advisers (SOLLA) is as a not for profit organisation who ensure 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.

Level 4 Financial Planning Qualification Advisers must hold a Level 4 qualification for Financial Advice.
Long Term Care advisers must hold the minimum entry level requirement qualification for Long Term Care, such as CF8 or CeLTCI (Certificate in Long Term Care Insurance)

This page was last updated on 10 May 2018

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This page was last updated on 10 May 2018

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Contact Details

Telephone:
01435 865757
Email:
bakerjenness@aol.com