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After completing a twenty-page detailed application form, providing copies of numerous procedures and client recommendation reports and undergoing a rigorous two-hour panel interview, I am delighted to have been awarded the title of SOLLA Accredited Later Life Adviser.

Achieving the Later Life Adviser Accreditation (LLAA) and becoming a member of the Society of Later Life Advisers (SOLLA) is an independent endorsement of my skills and experience of working with, and understanding the needs of, older people and their families and carers. My knowledge as well as my interpersonal skills were rigorously tested throughout the process.

We understand how daunting it can be finding an adviser we trust, and especially so as we get older. Hopefully by holding the SOLLA Later Life Adviser Accreditation, people will feel assured that we’re a firm with the necessary skills and expertise to best understand retirees’ needs to provide the right advice for you and your family.

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