About Golden Years
About Golden Years
We are an Independent Financial Advice firm and Golden Years was formed to focus on “later life planning’’.
Trading
Golden Years provides whole of market lending solutions and life cover to our clients.
The company’s aim is to provide holistic professional advice to clients, whilst building lasting relationships with lenders and our referral partners.
Golden Years is a trading style of ‘James Sheldon Hall’ which is directly authorised and regulated by the Financial Conduct Authority (FCA)
FRN 671493 : IRN JSH00008
James Sheldon Hall is an Independent Financial Advice business also trading as Hall Financial.
These details can be found by searching the FCA register.
Clients
Arranging an Equity Release plan is a greater decision than arranging a conventional mortgage.
We often deal with elderly clients classed as ‘vulnerable’ and have procedures in place to deal with these situations.
We welcome consultation with any family and potential beneficiaries.
All clients are required to meet a solicitor and take independent legal advice before completion.
Professional Connections
We work extremely closely with other professionals, such as solicitors and accountants. This allows us to offer a holistic advice service.
