Expertise
- Later Life Planning
- Equity Release
- Lifetime Mortgages
- Wills
- Wills and Estate Planning
- Estate planning; Wills; LPA’s;
Summary
Hello, I’m David Bayliss, Director and Adviser for After Fifty Five Ltd. During my career of over 30 yrs, I’ve built my expertise within most areas of Financial and Legal Services.
I have now chosen to specialise within the growing area of Later Life Advice, assisting clients into their retirement years. My adviser hub
After Fifty Five ©, is a one stop shop for your Later Life Advice needs.
Do you have clients who need professional financial and/or legal advice within any of these areas ?
Estate Planning - Wills,Trusts, LPA, IHT, Probate, Funeral Plans
www.afterfiftyfivelegal.co.uk
Equity Release - Lifetime Mortgages, Home Reversion
www.afterfiftyfivemortgages.co.uk
Pensions - Retirement Planning, Pension Reviews
www.afterfiftyfivepensions.co.uk
Long Term Care - Care Home Fees Advice
www.afterfiftyfivecare.co.uk
Experience
-
After Fifty Five
Director
1 - 5 Employees 2020 - Current
Director of After Fifty Five Ltd
inc
www.AfterFiftyFiveMortgages.co.uk
www.AfterFiftyFivePensions.co.uk
Education History
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Psychology
Swansea University
1986 - 1989BSc.(Hons) Psychology
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Marketing
University of West of England
1990 - 1991Post Grad Diploma Marketing
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Controlling
BIB Hannover
1997 - 1998Diploma in Financial Controlling
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Financial Advice
Chartered Institute of Insurance
1998 - 2001Diploma in Financial Advice
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MAQ
Chartered Institute of Insurance
2002 - 2003Mortgage Advice Qualification
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CeRER
Chartered Institute of Insurance
2003 - 2004Certificate in Regulated Equity Release
Qualifications
BSc.(Hons) Psychology
Post Grad Diploma Marketing
Diploma in Financial Controlling
Diploma in Financial Advice
Mortgage Advice Qualification
Certificate in Regulated Equity Release
