Society of Later Life Advisors

Description

The Society of Later Life Advisers (SOLLA) aims to assist consumers and their families in finding trusted accredited financial advisers who understand financial needs in later life.

The society links those who need advice to an accredited Later Life Adviser who can advise on:

  • Equity release
  • Long term care funding
  • Pensions and annuities
  • Investments and savings
  • Tax planning (IHT)

Service Details

Locations:
East Sussex
Organisation:
Society of Later Life Advisors (SOLLA)
Service Type:
Advice and Information
Website:
Client Groups:
  • Older people 65+
Accreditation Scheme Membership:
  • Society of Later Life Advisers (SOLLA)

Accreditation Information

The Society of Later Life Advisers (SOLLA) is as a not for profit organisation who ensure that accredited advisers have fully satisfied all criteria to become a member. This means peace of mind and assurance that the advice you are given is from financial advisers who have proved they have specialist knowledge of the sector.

Level 4 Financial Planning Qualification Advisers must hold a Level 4 qualification for Financial Advice.
Long Term Care advisers must hold the minimum entry level requirement qualification for Long Term Care, such as CF8 or CeLTCI (Certificate in Long Term Care Insurance)

This page was last updated on 10 May 2018

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This page was last updated on 10 May 2018

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Contact Details

Address:
PO Box 590, Sittingbourne, Kent, ME10 9EW
Telephone:
0333 2020 454
Email:
admin@societyoflaterlifeadvisers.co.uk