… 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:
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.
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:
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 www.societyoflaterlifeadvisers.co.uk
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Williams Wealth Consultancy
Unit C, The Quays
Burton Waters
Lincoln, LN1 2XG
Mon – Thur – 8.30am – 4:30pm
Friday – 8.30am – 4pm
Saturday – Closed
Sunday – Closed
Head Office: 01522 538284
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Williams Wealth Consultancy Ltd is registered in England and Wales, Number 01234556. Registered Office: Unit C, The Quays, Burton Waters, Lincoln, LN1 2XG.