Later Life Adviser

Later Life Adviser

I am proud to confirm that I have been elected to the Society of Later Life Advisers, a prestigious independent organisation dedicated to link those who need advice with accredited Later Life Advisers who can advise on:

• Equity release
• Long term and respite care options
• Annuities
• Investments and savings
• Tax planning (IHT)

Their web site is: http://www.societyoflaterlifeadvisers.co.uk/

In this geographic area I am currently the only adviser that has satisfied the rigorous criteria. SOLLA is also committed to providing useful information to recipients of care and their families at a time when plans may not have been fully thought through.

In my experience the onset of care often follows an event such as a fall or rapid deterioration in an individual’s mobility or mental capacity. Those left with the responsibility may have little idea where to start – so knowing how to contact a professional such as myself can make matters easier.

Making financial decisions on behalf of someone else can be an onerous task – you must provide evidence that professional advice has been sought, my written report can facilitate this aspect. If you or someone you know needs guidance – give me a call on the following contact details to set up a free initial fact finding meeting.