I firmly believe that you and your family deserve the best possible financial advice. I am proud to be an accredited member of SOLLA, Society Of Later Life Advisers and a Master Practioner member of Symponia.
In May 2014 I was officially recognised at The Symponia Crystal Dophin Awards for long-term care advice. Visit the awards page for more information.
SOLLA and Symponia were established to bring together some of the best and most caring advisers from across the whole of the United Kingdom to form unified, national professional bodies. We are very much family companies formed on an overriding foundation of traditional values and the real wish to help people at what can be a very difficult and highly emotional time.
The emphasis of all members is very much on respect and care, with the fundamental objective of enabling people to choose where they are cared for, with the peace of mind that they will be able to meet rising care costs indefinitely, whether care is needed now, or at an unknown time in the future. Not all advisers have dedicated care fees planning experience, the required knowledge levels, the appropriate qualifications or even the necessary empathy to recognise the emotion associated with placing a family member in a care home.
As a member I can fulfil the following:
- I hold an FCA-recognised long term care qualification.
- I offer a personal face-to-face meeting and will carry the cost of those meetings
- I will follow a printed Code of Practice & Conduct and present you with a Customer Charter.
- I have undergone a current Criminal Records Bureau check
I appreciate that different people will have differing needs and objectives, meaning that the solution for each family will also differ. Whatever the situation, with careful planning, current or future care requirements can be met and achieved with peace of mind.