Catherine Richardson, Catherine Richardson Wealth Management
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Club name: | Woking |
What's happening? |
| Category: | Financial Adviser | ||
| Company: | Catherine Richardson Wealth Management | ||
| Address: | 9 Hanbury Path Woking GU21 5RB | ||
| Telephone: | 01932346852 | ||
| Mobile: | 07970315924 | ||
| Website: | View my website | ||
| Email: | Send me an email | ||
| Wants: | I am looking for clients who are worried about how to pay for long term care. | ||
Business Description
I am a specialist in planning for retirement, whether that be to create a lump sum during working life, or how to best use savings when you are about to retire.
I love to help clients who need help understanding what they currently hold and how they can make the best decisions for their future. I work to each of my clients own agenda and timeframe. I don't mind what the plan for the future looks like, as long as there is one.
I also hold a specialist qualification which enables me to help those who find themselves in the position of needing long term care. I am an expert in creating tax efficient income solutions, which are not complicated to understand.
Accreditations & Qualifications
Dip PFS
CF8 - Long term Care Advice Licence

