Elderly and vulnerable clients
Increased life expectancy means it’s more important than ever that we have plans to give us the support we need in later life.
Our society of later life accredited (SOLLA) specialist financial advisers will guide you safely through the complexities of later life, providing advice, information, and solutions for all your financial needs in this area.
For those vulnerable members of society who are often unable to make their own financial decisions we have extensive experience in working with their families and legal representatives in order to achieve the right outcome.
Our services include:
- Retirement Planning – pensions and annuities
- Funding for Care Home fees
- Funding for care in your own home
- Advice on options for your property
- Savings and investment planning
- Tax matters and estate and wealth planning
Fair and transparent costs
We work hard to deliver excellent value to you. It’s what drives us.
We’re transparent about the charges you’ll pay and there will be no hidden fees, ever, for advice and investments.
Reach Us
Contact the team at Pepperells Wealth.
The Lawn, 1 Ingleman Place, Lincoln, LN1 3BU
01522 717 410
info@pepperellswealth.com
Ask us a question...
WHAT OUR CLIENTS SAY…
Q. What were the circumstances that caused you to look for a Financial adviser?
A. I am self employed and was aware that I had not prepared for the future in terms of savings and pension and I was also not covered should I be unable to work.
Q. How did Nigel Wvendth help you?
A. Nigel and I talked at great length about my finances and he made some very helpful suggestions which I have acted upon. At no time was I under any pressure to go with the plans he had suggested and I really feel that he has acted in my best interest.
What is your current situation?
Q. Have you seen the outcome you were hoping for?
A. Yes and he is helping me continue to make plans for my future.
Q. What could they have done better?
A. I honestly couldn’t be more happy with the service Nigel has provided. I’ve had a bad experience in the past where my best interest certainly wasn’t key. Nigel has listened to me extensively and put together a very thorough plan which is not only helpful now but will be helpful in the future as we look to mortgage renewal, which I will be doing with Nigel.
Q. What were the circumstances that caused you to look for a Financial adviser?
A. Guidance with our pension plan.
Q. How did Nigel Wvendth help you?
A. Answered all our concerns in plain English. We felt at ease with him and at no time did we feel any peer pressure.
What is your current situation?
Q. Have you seen the outcome you were hoping for?
A. Was given a lot of advice and we are currently moving forward with this.
Q. What could they have done better?
A. We feel that all our concerns and questions were answered.
Q. What were the circumstances that caused you to look for a Financial adviser?
A. Pension Sharing Order following divorce.
Q. How did Nigel Wvendth help you?
A. Nigel has advised on the most appropriate pension plan for my circumstances and has gone above and beyond in helping ensure the pension has met my circumstances and looked at ways in which to help ensure some degree of financial security for my son and I.
Q. What is your current situation? Have you seen the outcome you were hoping for?
A. Most definitely.
Q. What could they have done better?
A. Nothing. Nigel has been extremely helpful but not at all pushy. he has listened to my circumstances and taken them into account at every step. Nothing has been too much bother and his communication has been brilliant.