Expert Financial Guidance for Later Life
Why Choose a SOLLA Member?
Planning for later life can feel overwhelming, especially with so many options. By working with Steve, who is an associate member of SOLLA, you can trust in the expertise and commitment of someone who truly understands your needs and can offer guidance tailored to you and your family.
The Gold Standard of Later Life Advice
The Society of Later Life Advisers (SOLLA) is widely regarded as the gold standard for later life advice, offering reassurance that its members possess the expertise, experience, and ethical standards needed to support clients in later life. SOLLA-associated advisers undergo rigorous assessment to ensure they provide trusted, tailored financial guidance on areas such as retirement planning, care funding, and estate management. Choosing a SOLLA associate member means peace of mind that your financial future is in the hands of a specialist who truly understands the unique challenges and opportunities of later life.
Contact us.
Please use the form below to get in touch and a member of our team will get back to you within 48 hours during office hours (Monday-Friday 9-5).