Q. My father took out an equity release scheme on his home about 3 years ago. He has three children, myself and my two brothers. All three brothers were consulted at the time by the financial adviser who set this scheme up. It now appears that my younger brother, unbeknown to my elder brother and myself, [...]
We recognise that areas of advice have become far more complex over recent years, following changes in legislation, and believe that advice at the highest level can not be provided by the typical “general practitioner” adviser.
The merger of Wilkinson Hatton and Rutherford Financial Management in 2002, and our subsequent expansion to what Rutherford Wilkinson Ltd is today, has given us sufficient capacity and expertise to enable the establishment of the separate departments, headed by advisers who specialise in those particular areas.