Financial adviser in Cambridge - Mortgage broker in Huntingdon

At AIA (Cambridge) Ltd we believe in treating all of our customers fairly and make extra steps to safeguard the elderly. These include the following points: We always arrange to see elderly people (indeed all of our prospective clients if possible) in person. We don't refer anyone to call centres! If visiting our head office, we will always offer the option of a ground floor meeting room, which is wheelchair friendly. Otherwise Home visits can be arranged. When investments are recommended, there are extra checks to make sure the person understands the risk involved: low-risk to an elderly person can mean a small chance that they wouldn't get their money back. We recommend that an elderly person is accompanied by a relative or friend at any client meeting. In fact we are used to dealing with Attorneys, especially when giving advice on ways of paying for Residential and Nursing Home Care Fees. We have two advisers qualified to advise on Long Term Care solutions, having spent several years specialising in this area of financial planning. As with all our clients, all recommendations are made in writing with the reasons clearly set out, so the elderly person can discuss them with relatives or friends before making a decision. Staff are encouraged to use their common sense when dealing with elderly people - for example, they should be prepared to query any unusual transactions, such as large withdrawals

Name & Registered Office: AIA (CAMBRIDGE) LTD 31 HIGHFIELD AVENUE CAMBRIDGE CB4 2AJ Company No. 05645586 Registered in England ~ Mortgage Broker Cambridge ~ Independent Financial Advice Huntingdon ~ Financial Adviser Peterborough ~ ~ Pensions Cambridge ~ Investments Huntingdon ~ Life Assurance Peterborough ~ Mortgage Advice ~ ISA Associated independent advisors, is a trading style of The Clarkson Hill Group Plc, Alexandra House, Alexandra Road, Wisbech, Cambridgeshire, PE13 1HQ. Tel: 01945 585721 Fax: 01945 464712 Registered in England number 4310108

Elderly Persons Policy

`Elderly Persons Policy`