Specialist advice in later life planning at Brian Mellor Financial Services
As we are all now living longer, it is more important than ever to think about how we care for ourselves and our loved ones in later life and even more importantly how we fund this.
Brian Mellor Financial Services are therefore proud to announce that one of their highly experienced Financial Planners, Anthea Kenyon, has successfully been awarded the Later Life Adviser Accreditation (LLAA) by the Society of Later Life Advisers (SOLLA).
As a SOLLA accredited adviser, Anthea is qualified to provide specialist advice on care funding and other aspects of later life planning. She says “The role is about combining compassion and warmth with expertise in financial matters”, she goes on to say “I’m really looking forward to investing time to understand the issues affecting our clients and their families to help them on their journey into later life”.
Commenting on Anthea’s accreditation, Brian Mellor said “This is the Gold Standard for those advising in the later life market and is another example of the team’s professionalism and the specialist financial planning services we offer to our clients. We are all very proud of Anthea and her achievement and the benefits this will bring to our clients”.
If you would like to find out more, or to arrange a free initial consultation on later life advice, give Anthea a call on 01538 371288, the office is open between 9am and 5pm, Monday to Friday.