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News & updates

Mar 6, 2018

Council Tax reduction?

Some people with dementia are eligible for a discount on their council tax bill. Sometimes the people who care for them are eligible for a discount too. Take a look at this factsheet produced by the Alzheimer’s Society.

Feb 2, 2018

Have you registered a Power of Attorney?

If you did this between 1st April 2013 and 31st March 2017, you may be entitled to claim a refund.

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Jul 28, 2020

Yes, it's still us!

No, your eyes are not deceiving you - we have rebranded but it's still the same team of SOLLA accredited advisers providing clear, balanced advice...

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Aug 29, 2019

Fourth Care Annuity launches

The Care Fees Annuity market has, for many years, consisted of products offered by only two Insurance Companies. However, our Managing Director has...

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Achieving the Later Life Adviser Accreditation (LLAA) and becoming a member of the Society of Later Life Advisers (SOLLA) is an endorsement of our skills and experience of working with, and understanding the needs of, older people, their families and carers. It is widely recognised as the Gold Standard in later life financial advice.