A well established and respected financial advice Practice, based in Kendal, Veritas has clients throughout England and as far as north as Shetland.
The practice has developed over the last 20 years with the addition of qualified staff and a focus on investment planning, pension planning and estate planning. Director, Stuart Nelson, has achieved accreditation as a Later Life Adviser, specialising in meeting the needs of clients leading up to and after retirement.
Straightforward, honest advice is at the core of what we do and our strong values, backed by professional qualification and continuing professional development, means we are well placed to deliver excellence.
Areas of advice covered include:
• Investment and pension planning
• Trust* & Estate planning, including Inheritance Tax planning
• Care fees planning (member of the Society of Later Life Advisers)
• I am a member of the Personal Finance Society by Diploma
*Trusts are not regulated by the Financial Conduct Authority.