Richard Higgs gains SOLLA Accreditation

We are delighted to announce Richard Higgs, Chartered Financial Adviser has achieved the SOLLA Later Life Accreditation, the gold standard for advice in the Later Life market.

The Society of Later Life Advisers (SOLLA) was established in 2008 as a not for profit organisation dedicated to higher standards and accessibility to regulated financial advice for older people and their families. SOLLA helps people find trusted accredited financial advisers who specialise in the financial needs of older people.

Professional qualifications, whilst essential, do not always give a full picture of an adviser’s experience or expertise. In taking the further step to become independently accredited, Richard can offer the added reassurance that he can give the practical help and guidance needed to help clients make the right decisions at the right time.

All full members of the Society must achieve the Later Life Adviser Accreditation and adhere to a Code of Practice to ensure their clients know what to expect from their services. Accredited advisers can advise on:

  • Retirement Planning - pensions and annuities

  • Funding for Care Home fees

  • Funding for care in your own home

  • Equity release and other property options

  • Savings and investment planning

  • Tax matters and estate and wealth planning

Richard said, “I am so proud to achieve this award. Helping and advising people in later life has been my passion for as long as I can remember - it’s so nice to get professional recognition!

I founded Harold Stephens over 10 years ago now to serve one kind of client, the local retiree who is still looking for that old-fashioned, face to face level of service. I would argue that local retirees need this level of service even more in this post-pandemic world – anyone having difficulties getting hold of anyone these days?!

Financial advising local retirees is just part of what we do. Our long-term mission is to make North West Bristol the best later life community in the South West. We are now collaborating with other passionate individuals and organisations to make this happen. Watch this space!”

If you would like to book a complimentary meeting with Richard to discuss your later life financial planning needs, please get in touch by calling 0117 3636 212 or email office@haroldstephens.co.uk.

Long Term Care, Retirement, Trusts, VulnerabilityAmy WoodSOLLA