Later Life Planning

We are committed to helping people meet their financial needs ...

… throughout their lifetime, and long term care planning is no exception.

Dean Williams is the chair of the Midlands SOLLA Region and an accredited Later Life Adviser. The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser can advise on:

  • Equity Release*
  • Long-Term Care Funding
  • Pensions & Annuities
  • Investments
  • Savings
  • Tax Planning

Being independently accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

* This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

What is SOLLA?

The Society of Later Life Advisers (SOLLA) is a not for profit organisation, created in 2008, to meet the need of consumers, advisers and those who provide financial products and services to the later life market.

The Society’s aim is to ensure that consumers are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily.

All SOLLA members are:

  • Specialists in advising older people on financial matters
  • Have been awarded the LLAA which is independently audited and endorsed by Government Body, the Financial Skills Partnership (FSP)
  • Follow a strict code of conduct

Dean Williams, Regional Coordinator of the Midlands Region holds quarterly meetings at Ruddington Grange Golf Club. Please see our events page for more information or visit the SOLLA website

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