As an Accredited member of the Society of Later Life Advisers (SOLLA) I specialize in working closely with everyone involved in the care of a loved one from the actual person who needs care to their family, trusted Attorneys, solicitors and accountants. I take the time to build relationships with all parties to help families through the maze of understanding the benefits they are entitled to and tailor any recommendations to the specific needs of the family. I look to put in place financial solutions to help to pay for Care Fees for as long as they are needed whilst safeguarding as much capital as possible to protect family wealth
A Little More About Denise
I have worked in Financial Services for over 25 years and specialised in different areas over the years.
I do not provide any off-the-shelf solutions. In my experience, every client has individual concerns, responsibilities and ambitions.
The solutions that work for one, simply will not work for another.
Basing my service on this principle, I have always built exceptionally strong, trusting and lasting relationships with my clients, focusing on reliable and personal advice designed to suit individual requirements so it was a natural progression four years ago to develop my knowledge of the subjects relating to Long Term Care necessary to become an Accredited Member of SOLLA.
What some of my clients have said about me
Denise has been our financial adviser for several years and has provided my family with advice on investments, pensions and estate planning. She is very efficient and friendly and has been able to explain things in plain English so that we understand what is happening with our money. Denise is always happy to answer any queries. As my retirement approaches, I find our annual review enables me to plan and gives me peace of mind. I have no hesitation in recommending her services.
Mrs S Homfrey-Davies, Business Owner, Aylsham, Norfolk
My mother needed to go into a Care Home quite without warning and we were faced with a bewildering amount of costs. Denise was able to take away a lot of the worry by securing a plan for us. Mum can now live out the rest of days safely and comfortably and the family will still be able to enjoy some of the savings she had worked so hard to build up.
Mrs D Webster, Key Client Consultant, Erpingham, Norfolk
Denise has always made herself available to discuss any queries I might have, her home visits are very relaxed and informal. I am confident that the advice she gives me is sound, professional and always specific to my needs. Denise is very good at ensuring the best outcome for my financial requirements. I have been very happy with the value of my investment and her knowledgeable advice I feel it is in safe hands. I would not hesitate to recommend her services to family and friends.
Mrs A Pitchers, Retired Nurse, Mutford, Norfolk
Areas of specialist advice
As an accredited later life adviser I am able to assist you in a number of areas including but not restricted to:
Locations that I cover
I can help clients in the following locations:
How to contact Denise
For a no obligation personal consultation please contact me on:
Email – Denise.firstname.lastname@example.org
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*This may involve the use of a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalized illustration.
**Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The St. James’s Place Partnership and the title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.