Graham Clelland CeRER CeFA CeMAP CMA MLIBF
Director& Independent Equity Release Planner & Equity Release Council Member @ My Later Life Planning
About
Having 35+ years in financial services I have the knowledge, patience and determination to help clients overcome hurdles they think are mountains. By explaining the possible different ways around problems, routes can be found to overcome the feared insurmountable problems clients believe they have. Being a Member of the Equity Release Council , you can be assured that my advice will be relevant to your circumstances. With my previous experience in Estate Planning, I also help and assist clients to invoke Lasting Powers of Attorney and all forms of estate planning.
United Kingdom
Maldon
Financial Services
Holistic Financial Planning, Estate Planning, Trusts, Wills, Pensions, Protection, Financial Advisory, High Net Worth Individuals, Income Protection, Asset Protection, Retirement Planning, Wealth Management, Financial Planning, Finance, Financial Services, Inheritance Tax Planning, Investments, Insurance, Mortgage Lending, Investment Strategies
Experience
Director& Independent Equity Release Planner & Equity Release Council Member
My Later Life Planning
Equity Release Specialist & Member of the Equity Release Council
Later Life Lending Solutions Ltd
Essex, England, United Kingdom
Independent Equity Release Adviser & Member of the Equity Release Council
The Equity Release Experts
Maldon, Essex, United Kingdom
Independent Equity Release Adviser & Member of the Equity Release Council
The Right Equity Release Limited
Maldon, Essex, United Kingdom
Independent Equity Release Adviser
Key Group
Attestation & Trust Officer
Universal Wealth Preservation
Ipswich
Estate Planning Consultant
Universal Wealth Preservation
Chelmsford, United Kingdom
Estate planning for clients using Trusts to protect their estates from IHT and to allow beneficiaries access to assets quickly following death. Trusts are also used to protect assets from financial assessments for means tested benefits. Also arrange new wills including discretionary will trusts, Lasting Powers of Attorney, severence of tenancy.
Financial Advisor
Concours Capital
London
Advising high net worth clients ( banks, accountants, hedge fund managers etc) in personal pension contracts to maximise tax reliefs. Arrangement of life assurance, mortgages, income protection. Was the third highest producing advisor in the Intrinsic network to year end 2011.
Mortgage Adviser
Heritage Finance
Graham Clelland CeRER CeFA CeMAP CMA MLIBF's Contact Information
Phone
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