I am an Independent Later Life Financial Planning Specialist and will advise and recommend what is in your best interests.
My process involves financial advice (product related) and financial planning as both together are much more effective for looking at the bigger picture now and into later years.
I am a specialist in advising older people on financial matters and I have undertaken extensive training and professional development time in understanding later life and vulnerability matters so I can support my clients as best I can.
I have been awarded the Society of Later Life Advisers (SOLLA) Later Life Adviser Accreditation which is independently audited and endorsed by the Government Body, The Financial Skills Partnership.
I follow a strict code of conduct as part of my memberships with the Society of Later Life Advisers, the Personal Finance Society and the Financial Vulnerability Taskforce.
How Can I Help You?
I work with clients and families on benefits checks, funding care needs, investment planning, inheritance tax planning and I work with legal colleagues on Wills, Power of Attorney and establishing and managing Trusts for clients.
Support for you and your family
I love my work and feel so fortunate to have lovely clients who trust me to guide and support them throughout their retired years, not only with spending on the fun things for their retired lives but also though vulnerable times they may face either on a temporary or permanent basis.