Prior to the lockdown restrictions, our adviser, Ailsa Thomas, recently enjoyed a fantastic afternoon at the Introduction to Later Life Adviser (SOLLA) Accreditation Workshop in Liverpool.
“It was a great introduction to how the assessment process for the accreditation works. It showed how we as advisers can build on our existing qualifications and knowledge. To gain additional expertise required to become a specialist in later life advice. We discussed many of the issues facing our elderly clients today; From day to day living and the current care system. To the importance of appointing a friend, relative or professional person. Someone trustworthy to make decisions for you should you become incapacitated.” Said Ailsa.
Ailsa was awarded Chartered Financial Planner status in 2010 and is a Fellow of the Personal Finance Society. She advises on a range of later life areas, including retirement, investments, estate planning and trusts.
Ailsa already holds the Society of Trust and Estate Practitioners’ (STEP) Certificate for Financial Services. Therefore, she felt that working towards the additional exams required to obtain the SOLLA accreditation was the next logical step to benefit our clients.
More information about SOLLA can be found at https://societyoflaterlifeadvisers.co.uk/About.
For specialist financial advice in later life or to arrange an initial no-obligation consultation via telephone or video, please telephone us on 01772 729 742, or alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.