As we get older, our needs can often become more complex. Big decisions have to be made about issues such as retirement, estate planning, equity release and paying for care. It can be difficult to know where to go to get advice that you can trust.

WBW Chartered Financial Planners have several employees that are accredited Later Life Advisers. They provide the practical help and guidance needed to make the right decisions at the right time

What is the Later Life Adviser Accreditation?

The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills for advisers specialising in the older client sector. It has been developed over a number of years and has now become established as the Gold Standard those advising in the later life market.

The accreditation is an endorsement of the skills and experience of working with, and understanding the needs of, older people and their families and carers. This accreditation proves that they are able to offer the very best financial advice to elderly clients.

In order to get accredited, advisers have to prove their competency in The Society of Later Life Adviser’s four standards; Technical knowledge, working within a supportive environment, maintenance of competence, and application of knowledge and soft skills.

An accredited Later Life Adviser can help you with:

  • Equity Release
  • Care Fees Planning
  • Tax Planning
  • Investment Planning

What is the Society of Later Life Advisers (SOLLA)?

The Society of Later Life Advisers was established in 2008 and aims to assist people and their families in finding trusted accredited financial advisers who understand financial needs in later life.

Upon completion of the LLAA, advisers are given the option to join the Society of Later Life Advisers (SOLLA) given that certain other conditions are met.

WBW Chartered Financial Planners have several employees that are members of the Society of Later Life Advisers (SOLLA).

Why use a SOLLA member?

You can be confident in the financial advice you will receive because SOLLA members:

  • Are specialists in advising older people on financial matters.
  • Have been awarded the Later Life Adviser Accreditation (LLAA) which is independently audited and endorsed by the Government Body, the Financial Skills Partnership (FSP).
  • Follow a strict code of conduct

Contact us

For further information on our Later Life Adviser accreditations and the services our financial planning team are able to provide, please email enquiries@wbwcfp.co.uk or call us on 01626 242500.

The Financial Conduct Authority does not regulate tax advice.