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Cardale Financial Planning



 

Cardale Financial Planning are a specialist firm advising its clients on a range of financial issues. In particular, one of our specialisms is in helping with the financial planning when it comes to meeting care costs.  We have a wealth of experience in this area and would be pleased to help you as you look to better understand the range of options available to you.

Sally Rollinson – Our care advisor

I am a senior financial planner at Cardale Financial Planning.  I joined the financial services industry in 1991.  I achieved the industry’s Gold Standard as Chartered Financial Planner in 2010, and provide Wealth Management Solutions as an Independent Financial Planner with Cardale Financial Planning.

I am an accredited member of SOLLA (Society of Later Life Advisers) and can provide advice on all aspects of a clients’ financial planning requirements, however one of my areas of specialism is in providing advice to older clients, particularly in relation to solutions to meet their care costs.

Areas of specialist advice

I am able to support my client in key areas such as:

  • investment solutions
  • inheritance tax planning
  • estate preservation; and
  • Immediate Needs Annuities.

I am happy to have an initial meeting at my expense and without obligation, with all fees then being quoted up front and in easy to understand terms for your agreement prior to any further work being carried out.

Contact details

Tel: 01423 534100

Email: sally.rollinson@cardale-fp.co.uk

Web: www.cardale-asset.co.uk

Address: Cardale Financial Planning Ltd 2 Greengate Cardale Park Harrogate HG3 1GY

 

Full Address

Cardale Financial Planning Ltd

2 Greengate Cardale Park

Harrogate

HG3 1GY

Tel: 01423 534100

Email: sally.rollinson@cardale-fp.co.uk

Web: www.cardale-asset.co.uk