fbpx

Rebecca Pope Wealth Management


[ssba]

I specialise in later life financial planning. Having been a financial planner for over 16 years I understand the difficulties involved in the care of a loved one and the responsibility of a younger family member or attorney in making the right decision for someone else with regards to care planning.

Regarding Later Life advice, whether this be Inheritance Tax planning, getting your financial and legal affairs in order for the future and for your beneficiaries or important long term care funding and options for care, I have the experience and expertise to assist and advise you. I appreciate the many options people have to consider when looking into care options and paying for them and I can advise on the various aspects of paying for care.

A bit about Rebecca

I also specialise in Investment Planning, Retirement Planning and Trust and Asset Protection for you and your family members, especially setting up Trusts when required for generational planning.*

I personally have experience with family members having strokes, dementia and different forms of care home requirements therefore I appreciate how difficult this can be if you are experiencing this with a family member. I am a Member of the Personal Finance Society and am Diploma qualified as well as being an Accredited Member of the Society of Later Life Advisers.

Areas I specialise in:

  • Paying for care
  • Inheritance Tax planning
  • Estate Preservation
  • Investment planning
  • Retirement planning advice/Pensions
  • Options at retirement
  • Trustee investments

How to contact Rebecca

Telephone – 01752 246830

Email – Rebecca.pope@sjpp.co.uk

Web – www.rebeccapope.co.uk

 

 

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.

* Trusts 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.

Full Address

296 Fort Austin Avenue

Plymouth

Devon

PL6 5SR

How to contact Rebecca

Tele – 01752 246830

Email – Rebecca.pope@sjpp.co.uk

Web – www.rebeccapope.co.uk

For a limited time only we are giving away for FREE our book on 101 Tips To Help Keep The Elderly Fit And Healthy! 

 

When the countdown ends so does the offer.

 

 

 

The book is normally sold for £20.  

 

Leave your contact details below and we will email it to you for FREE.

FREE GIFT

00
Months
00
Days
00
Hours
00
Minutes
00
Seconds