Later Life Financial Planning
Face-to-face independent financial advice you can trust is hard to come by these days, but not in Bristol!
If you want a relaxed chat about how to manage your assets in later life, then we are on hand to deliver it the good old-fashioned way – face to face right here in your local community.
What exactly is ‘later life’ financial planning?
Typically later life planning starts anytime from retirement onwards. As you can see from the services we offer, we are here to assist you with retirement and pension planning, investment management, long-term care planning and estate planning which includes everything from inheritance tax and trust advice to wills & power of attorney work, probate and estate administration.
What makes us different?
Our Local, Old Fashioned, Face to Face Service
We pride ourselves in delivering the old-fashioned, local, face to face service that you just don’t tend to come across anymore. Especially in the new post-COVID pandemic world.
In our view, people in later life, especially those with complex financial and legal decisions, require advice that is delivered face to face, in a comfortable relaxed way, where every effort is made to account for, and understand, each individual’s unique situation. Advice should then be delivered in an accessible, clear and straightforward manner.
The importance of face to face advice is equally true when advising attorneys, representatives, trustees or simply close relatives of an elderly person. As an adviser, it is critical to understand fully the extended family dynamics and have advice delivered in a professional, objective way taking into account those family complexities.
What makes us different?
Our Later Life Financial Planning Specialism
We are a proud and passionate local industry leader in delivering later life advice in this area of Bristol and surrounds. Indeed we are the only local, independent professional firm in North West Bristol that specialise purely on all aspects later life planning - including all of your financial and legal matters.
You may be used to using a financial adviser for your finances and a solicitor for other work such as trusts and Wills. However we offer a ‘one-stop shop’ for all of your later life planning needs. It’s much less stressful to have only one point of contact – for you – and also your loved ones, especially when you pass away.
With an overview of everything, you benefit from real holistic planning. It’s the joined up thinking you just can’t achieve by using different firms.
We are dedicated to being specialists in later life financial and estate planning. Therefore all of our technical knowledge and expertise is built around providing the best service for you and your needs in later life. Richard is an Accredited SOLLA Adviser, the gold standard in later life advice.
