Financial Planning can be daunting at the best of times and even more so when it comes to planning in later life. We believe this is a specialist area of advice and that’s why a number of our Financial Planners have successfully achieved the rigorous Later Life Accreditation though the Society Of Later Life Advisers (SOLLA).
By choosing an accredited member of SOLLA you can be assured of someone with the expertise to best understand your needs to provide advice that is right for you and your family.
Our Financial Planners are experienced in planning around later life financial matters. We really understand the importance of treating you and your family with the warmth and compassion that is required at such a sensitive time.
* This may involve a referral to Care Sourcer, whose services are separate and distinct to those offered by St. James’s Place.
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Why not get in touch to discuss your requirements? We understand that life is busy, that’s why we’re happy to meet in person or virtually.
Let’s start to plan your future together.