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

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:

  • 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?

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.
 

SOLLA - Society of Later Life Advisers