PLANNING FOR LATER YEARS

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.

SOLLA ensure that all the advisers have fully satisfied all criteria to become an accredited adviser. This means peace of mind and assurance that the advice you are given is from an Adviser who has proved they have specialist knowledge of the sector.

Care Concierge

Service*

You’re likely to face a new set of challenges as you plan for later life and long term care. This can be a stressful and emotional time and its important that your loved ones get the vital support they need. We have access to a Care concierge service which is designed to help you navigate your way through the myriad of decisions ahead including;

  • Local authority assessments and the hospital discharge process.
  • Reviewing what type of care might be needed now and in the future, deciding between suitable care options and knowing what to consider when engaging care providers.
  • Putting appropriate care packages in place.
  • Understanding how much care is likely to cost, what benefits are available to you, how to claim them and financial considerations to take into account.

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.

Contact us to discuss your

Financial Planning

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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.

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