Later Life

Now more than ever, what is needed is not simply a qualified financial adviser, may need to face when looking at issues such as care funding matters or whether equity release is the right thing for you, will need careful and considered advice.

As fully accredited members of the Society of Later Life Advisers our planners have the technical knowledge and experience necessary to help you explore the solutions that work for you and where they are involved, your family too.

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Financial advice should take you to the stage where you are able to make clear and informed decisions, happy in the knowledge that you have had the information and choices presented to you to help you reach those decisions.Our Later Life Advisers can advise on:

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

Later Life Advisers specialise in the financial needs of older people. Professional qualifications whilst essential rarely give a full picture of an adviser expertise. Those advisers who have taken the further steps to become independently accredited can offer the added reassurance that they offer the practical help and guidance needed to help you make the right decisions at the right time. Why would anyone choose an adviser offering anything less?

The Later Life Adviser Accreditation Scheme is audited and endorsed by the standard-setting body the Financial Skills Partnership (FSP) and was developed in collaboration with the specialist financial services consultancy SVARfair.

Initial meeting at no cost to you.

Tel: 02890 311 811


River House, 48 high Street, Belfast, BT1 2BE