Daniel John Francis
WHAT I DO: I help people achieve financial security in older age and specialise in Later Life issues – Equity Release, Care Funding, Inheritance Tax Planning, Pensions and Investments for older people.
WHO I WORK WITH: Families, individuals, as well as a network of professionals.
HOW AM I DIFFERENT: My approach is sensitive, understanding, kind and unrushed; empathic, provided in a supportive environment. I will listen and take the time to understand all of your concerns, at all times offering respect and dignity. I will help you frame the things that are important to you. I will stage our conversations in a way that matches you and your individual needs. I will take time to ensure the safety of any decision making. I will explain options, benefits you might be entitled to, how fee contributions are calculated and solutions clearly in a way that you understand and is tailored around what is right for you; taking time and care.
ANSWERING CONCERNS: Who knows how long they will live, how long their money needs to last, what the cost of care might be, what care you might want and where, if you might need to sell your home, what you might want to leave to family? This can make it difficult to plan our finances. I understand you are bound to have many questions and many of these are going to be highly personal and sensitive to you and your family. Conversations are often highly emotive, sometimes distressing. I will understand, offer counsel and support. I can help, be your guide and help create the right plan tailored to you.
QUALITY YOU CAN TRUST: Chartered Financial Planner | Award winning wealth management | Advice that is guaranteed | 20 years experience
THE COST: Initial meetings are without charge or obligation | An initial advice charge will be up to 4.5% of the amount invested | All fees will be clearly expressed and agreed before any work is undertaken | The cost of annual reviews is paid for out of any investment and is 0.5% a year
READY TO TALK: firstname.lastname@example.org | 07788260120