Westside Article – December 2018

Jonathan Rowley, Chartered Financial Planner and Director of Hamnett Wealth Management, has recently achieved Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA).

SOLLA helps people in finding trusted accredited financial advisers who understand financial needs in later life. Established in 2008 as a not for profit organisation, it is dedicated to higher standards and accessibility to regulated financial advice for older people and their families.

Having been developed over a number of years, the Later Life Adviser Accreditation (LLAA) has now become established as the industry standard of excellence for those advising in the later life market. In addition to being a stand-alone award, it is also the basis of membership of the Society of Later Life Advisers.

Jonathan has been advising clients for over 26 years and is an Independent Financial Adviser which means he’s not restricted or limited in which products or providers he recommends.

Jonathan said: “I am delighted to be a SOLLA Accredited Later Life Adviser. Professional qualifications, whilst essential, don’t provide the full picture of my expertise. Taking the steps to become independently accredited provides my clients with the added reassurance that I offer the practical help and guidance they need to help them make the right decisions at the right time.  I have many older clients who I advise on retirement planning, saving and investment planning, tax matters, and estate and wealth planning.”

Hamnett Wealth Management have been providing unbiased, personal financial and investment advice since 1988.  We offer a range of services for individuals, business owners and trustees across a number of financial planning areas.

Take control of your financial future today with Hamnett Wealth Management.  We offer a free initial face-to-face consultation where we will assess your needs and explain how we can help. Call us now on: 0114 235 3500 or email us at: advice@hamnettwealth.com

Everyone at Hamnett Wealth Management would like to wish all readers of Westside a very Merry Christmas and a prosperous New Year.