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Seamus Wild – Later Life Financial Adviser, George Travis Ltd


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Seamus Wild provides professional independent Financial advice, and specialises in those areas particularly relevant to individuals for ‘later life’. He works for George Travis Ltd, Chartered Financial Planners, based in Cheshire and has personally advised clients on a wide range of age-related issues for over 26 years.

SOLLA_logo-2-300x274He is an accredited adviser with SOLLA (Society of Later Life Advisers) in recognition of his abilities and expertise in dealing with older clients. He always welcomes the opportunity to help individuals and families with the financial aspects of Care funding recognising the sensitivity of each individual’s situation and the familiarity each may have on the provision of care. He is keen to stress that a free preliminary, or consultation meeting is offered for all prospective clients prior to any further commitment.

Seamus’ Specialisms

Help to prepare financially for the possibility of needing to pay for Care costs (future need):

  • Organising with the preparations in setting aside funds, assets and investments
  • Retirement Planning
  • Providing for Spouse/Other family members, Estate and Inheritance Tax Planning
  • Wills and Powers of Attorney

Help with Care planning and funding for care straightaway (immediate need):

  • General guidance on Care planning process
  • Detailed help with personal funding needs and advice on options and products available to meet these needs
  • Help with choosing the most suitable level of care and location based on individual’s personal preferences and financial resources

The above will typically involve advice on Investments, Savings, Pensions, Insurance, Property (Equity release) Care annuities and how they fit in with any 3rd party help or State benefits.

A little more about Seamus

seamus-wildHis initial financial services experience began in 1990 advising on investments where he worked for Rensburg & Co in Liverpool, and where he later became a Director. He soon recognised a growing appetite amongst his private clients wishing to receive broader advice that combined all aspects of their financial affairs. He has adapted and developed his expertise to cover a wider range of financial issues including IHT, Estate, Care planning, Retirement planning and personal insurance.

He holds the current title of Chartered Financial Planner from the CII, which is recognised as the ‘gold standard’ of achievement and expertise for Financial Advisers and he is a member of the Personal Finance Society and the Society for Mortgage Professionals.

In addition he holds the coveted title of Chartered Wealth Manager from the CISI in reflection of his specialist knowledge and experience with Investments. He is a member, and Accredited Adviser with SOLLA to compliment to those qualifications with the CII and CISI.

Seamus’ qualifications

Chartered Financial Planner (APFS – Chartered Insurance Institute)

Chartered Wealth Manager (Chartered Fellow FCSI – Chartered Investment and Securities Institute)

Accredited Member and Adviser – Society of Later Life Advisers

chartered planner

How to contact Seamus

contact-us-Contact phone: 01244 470800,

e-mail: seamus@georgetravis.co.uk

web: www.georgetravis.co.uk

 

 

Counties covered:

Cheshire, Shropshire, Wirral (Merseyside) and North Wales (Flintshire, Denbighshire, Wrexham, Conwy, Gwynedd)

Directly authorised by the Financial Conduct Authority No. 627414. Registered England & Wales 08725545

 

 

Full Address

Unit 6

Mollington Grange

Parkgate Road

Chester

CH1 6NP

Ph. 01244 470800

www.georgetravis.co.uk

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