Society of Later Life Advisors
Trying to get all your financial affairs sorted can be a nightmare!
Help is at hand – we have come across SOLLA which is a not for profit organisation dedicated to helping older people access regulated financial advice. SOLLA helps people and their families in finding trusted accredited financial advisors who understand financial needs in later life. A well-qualified financial adviser who is also somebody who understands the plans you need to make for your retirement years.
Here are some of the areas that advisors can advise on:
- Retirement Planning – pensions and annuities
- Funding for Care Home fees
- Funding for care in your own home
- Equity release and other property options
- Savings and investment planning
- Tax matters and estate and wealth planning
SOLLA will put you in touch with an adviser who is local to you and can help you explore what would work for you and your family too.
Financial advice should help you make clear and informed decisions knowing that you have had the information and choices presented to you in a way that helps you make the best choices and decisions for you or for a family member.