We’re thrilled to shout about a fantastic achievement for our Chartered Financial Planner, Charlie Hewson. Last month he successfully completed the Society of Later Life Advisers (SOLLA) accreditation.
This is an important professional milestone and recognises Charlie’s knowledge, skills and commitment to supporting people with their financial planning needs as they approach and move through later life.
What is SOLLA?
The Society of Later Life Advisers (SOLLA) is an independent organisation dedicated to helping older people and their families access trusted financial advice.
Its Later Life Adviser Accreditation (LLAA) recognises advisers who have demonstrated specialist knowledge and experience in the financial challenges that can arise in later life. This includes areas such as retirement planning, funding long-term care, pensions and annuities, savings and investments, tax planning and estate planning.
Achieving LLAA involves meeting a range of professional standards and demonstrating the ability to provide appropriate, considered support to older clients and their families.
Why does this matter?
Financial planning isn’t just about preparing for retirement. As circumstances change, people may face increasingly complex decisions about their finances, their future care needs and how they wish to pass on their wealth.
Having the right guidance can make a real difference, helping individuals and families understand their options, make informed decisions and feel more confident about the future.
Charlie’s achievement further strengthens the knowledge and expertise within our team, supporting our commitment to providing thoughtful, independent financial advice that considers each client’s individual circumstances and priorities.
Congratulations, Charlie!
We’re incredibly proud of Charlie for this achievement and for the time and dedication he’s invested in further developing his expertise.
It’s great to see our team continuing to build their knowledge and professional skills, helping us deliver on our vision of Changing lives for the better.
Congratulations, Charlie!
