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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.

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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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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Jun 18, 2018

Green Paper Delay

If you, like us, were expecting to read a Green Paper on Social Care in the next few weeks, Jeremy Hunt announced this afternoon "we now i...

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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.