Helping vulnerable clients
Posted on Nov 16, 2018
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With two full members of The Society of Later Life Advisers (SOLLA) at The Goodman Partnership
SOLLA is creating a computer-based training programme to educate advisers about how to handle vulnerable clients, which it aims to roll out in 2019. The Innovating for Ageing Awards Ceremony will take place in January 2019 and you can read more here.
SOLLA is a
Neil and Andy specialise in the financial needs of older people. Accreditation from SOLLA provides added reassurance that their advice, practical help and guidance will help their clients to make the right decisions at the right time.
More information about SOLLA can be here.