Jamie Weller Financial Services
I provide face to face advice over a wide range of financial planning services for individuals, families and businesses advising in areas such as:
- Retirement planning and Annuities
- Investments
- Inheritance tax planning
- Protection
- Long term care funding
My emphasis is on maintaining a long-term relationship with my clients building a relationship based on trust and understanding of their personal finances. This ensures that I am able to provide advice that is needed, when it is needed.
I have clients spread all over South East England and offer free no obligation initial consultations to clients in this area.
I am proud to say that I am also a full member of the Society of Later Life Advisers (SOLLA).
My website www.jamieweller.co.uk provides much more information about the services I can provide along with existing client testimonials.