Keeping up standards

Posted on Oct 25, 2018

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Neil Whitaker and Andy Kirk, both Partners at The Goodman Partnership, recently attended the 10th Anniversary SOLLA National Conference, which was held at Central Hall, Westminster in London.

In addition to speeches which addressed the real and pressing issues facing our aging population, it was announced that SOLLA (Society of Later Life Advisers) is extending its range of Later Life Standards by introducing a Later Life Lending Standard, which will be available early next year.

Tish Hanifan, Founder and Joint Chair of SOLLA explained: “With so many older people having significant wealth tied up in their homes SOLLA wishes to encourage them to have the confidence to seek advice from financial advisers who have demonstrated a commitment to the highest standards in providing later life lending advice. We are delighted that so many providers and advisers have come forward to support this important initiative.”

At The Goodman Partnership we know clients and potential clients take confidence in the number of professional accreditations we hold at the firm. Both Neil Whitaker and Andy Kirk have attained the SOLLA Later Life Accreditation and are proud to be full members of SOLLA.

Since its formation ten years ago, SOLLA has done much to increase consumer confidence when considering taking financial advice.

Tish Hanifan explained at the National Conference: “So many people don’t know who to go to or who to trust and this can prevent them from taking advice that would greatly help them to make the right financial choices. In the last 10 years SOLLA has increasingly become the ‘go to’ organisation for peace of mind.”

In addition to other accreditations, Andy Kirk also holds the respected SOLLA Retirement Advice Standard.

When making plans for retirement, people face many complex decisions around issues such as investment, annuities, using their property to supplement income and looking after themselves and their dependants throughout retirement. Careful and considered advice could help to make the right decisions.

Andy offers advice on options when looking at pensions and other assets, such as savings, ISAs, investments and property. He helps clients make the right decisions for their own individual circumstances and, if a financial product is appropriate, he can choose the best product available in the market, rather than being restricted to a single provider or small number of providers.

If you’ve got any questions surrounding retirement planning or our membership of SOLLA, please click here or call us on: 01892 500600.

 

 


Goodman Chartered Financial Planners is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd., is authorised and regulated by the Financial Conduct Authority – FRN: 475973 Registered in England and Wales no: 05574120. Part of the Fairstone Group. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk.