Later Life Choices

We are proud to say that our senior adviser Jeremy Over is a fully accredited SOLLA Later Life Adviser

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SOLLA promotes comprehensive professional financial advice for older people and their family. SOLLA was formed in recognition of the importance of finding the right adviser at the right time; Qualified advisers with experience in providing financial advice when it comes to later life financial planning.

Why use a SOLLA member?

 

All full accredited members:

 

• are specialists in advising older people on financial matters

• hold the Later Life Adviser Accreditation (LLAA) which is independently audited and endorsed by the Government Body, the Financial Services Skills and Legal Partnership Council (FSLP)

• must adhere to a strict Code of Practice

Members can advise on:

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• Pension income options and annuities

• Funding for Care Home fees

• Funding for care in your own home

• Releasing money from your home

• Savings and investing

• Tax matters and Estate Planning

How do I find a SOLLA member?

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Just click the “Find a SOLLA Adviser” section on the society website, www.societyoflaterlifeadvisers.co.uk.

You can confidentially search for details of full members close to where you live or work - locations are UK wide.