I have worked in financial services since 1979, since 2004 I have been an independent Financial Adviser, I work primarily with equity release and Inheritance tax and estate planning.
I offer a fee free initial consultation and will visit you in your own home in order to discuss your needs and requirements.
I am a member of the Equity Release Council and a platinum member of the Equity Release Club. I am part of Station Associates where we have offices in Exeter, Bristol and New Milton.
We have a solid financial background and believe in treating clients as we would like to be treated ourselves.
Locations that we cover
We support clients in the following areas:
How to contact Station Associates
Email – firstname.lastname@example.org