Archive for the ‘Latest news’ Category

Jan7

Accredited by the Society of Later Life Advisers (SOLLA)

Posted by abbie

Kirsten attained her Later Life Adviser Accreditation (LLAA) in 2011, having proven her professional commitment to the area of Later Life advice. Active Retirement

Who are SOLLA?

SOLLA aims to assist consumers and their families in finding trusted accredited financial advisers who understand their needs. Founded in 2008 as a not for profit organisation, SOLLA was established to meet the need of consumers, advisers and those who provide financial products and services to the Later Life market. Its aim is to ensure that consumers are better informed about the financial issues of later life and can find an Accredited Adviser.

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Jan3

Our Chartered Financial Planner status

Posted by abbie

Chartered status is the industry’s gold standard. It confirms that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

Source: flickr Christopher Sabato

In addition, we are listed as an approved financial planning firm on the Law Society endorsed “SIFA Directory of Financial Advisers” which is again subject to stringent eligibility criteria.

With the Professional Financial Centre, you can rest assured knowing that you are dealing with proven professionals at the highest levels of service for both you and your clients.