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 – Neil Whitaker and Andy Kirk – we are proud to learn that SOLLA is behind one of 12 projects shortlisted in the Innovation for Ageing industry competition run by Just Group and the International Longevity Centre. The competition aims to find solutions to address the challenges faced by vulnerable consumers in later life.

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

SOLLA is a not for profit organisation which aims to assist consumers and their families in finding trusted accredited financial advisers who understand financial needs in later life. The organisation also works to raise awareness of the financial issues associated with later life and to improve the standards of practice of those engaged in advising older clients.

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

 

 

 

 

 

 

 

 

 

 

 


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.