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News & updates

Oct 3, 2018

Shortlisted for top award

Our first ‘gold bar’ from the prestigious Health Insurance Awards was won back in 2003 – 15 years later, Michael Hastings, one of our SOLLA accredited advisers has been shortlisted and we wish him lots of luck for the final in a couple of weeks’ time.

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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Jan 14, 2020

National Friendly remind self-funders they can cap costs themselves

This article from National Friendly reminds readers that despite Government inaction in respect of reform of the social care funding system, indivi...

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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.