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


Education History

  • Psychology

    Swansea University
    1986 - 1989

    BSc.(Hons) Psychology

  • Marketing

    University of West of England
    1990 - 1991

    Post Grad Diploma Marketing

  • Controlling

    BIB Hannover
    1997 - 1998

    Diploma in Financial Controlling

  • Financial Advice

    Chartered Institute of Insurance
    1998 - 2001

    Diploma in Financial Advice

  • MAQ

    Chartered Institute of Insurance
    2002 - 2003

    Mortgage Advice Qualification

  • CeRER

    Chartered Institute of Insurance
    2003 - 2004

    Certificate 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

 

 


Email David

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