We provide advice in the areas of Retirement and Long-Term Care Planning, Savings & Investments, Financial Protection and Inheritance Tax Planning. The Chartered Insurance Institute (our professional body) has awarded us the prestigious 'Chartered Financial Planners' title. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability.
Managing Director Ben Allen, recently achieved the Later Life Adviser Accreditation with the Society of Later Life Advisers (SOLLA). All SOLLA later life advisers specialise in the financial needs of older people. SOLLA's aim is to ensure that people are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily. Trust and confidence in the advice you receive is important and SOLLA, as a not-for-profit organisation, does not make any money from advice given or products sold. All financial advisers listed on the website directory have voluntarily undertaken a very robust assessment that underpins the Later Life Adviser Accreditation qualification. To search this directory for Ben please click the SOLLA logo.