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Standard Life

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Elevate

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Seven Investment Management

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Old Mutual Wealth

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Chartered Status

Our prestigious Chartered status shows we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

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SOLLA Accredited Later Life Adviser

Jonathan Rowley, Director and Chartered Financial Planner, is also a SOLLA Accredited Later Life Adviser. SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. The Later Life Adviser Accreditation (LLAA) has now become established as the industry standard of excellence for those advising in the later life market.

“Thank you for all your help and patience in assisting me with my finances. After the death of my husband, I did not know what to do with all the lawyers papers and am embarrassed to say I had no idea what it all meant. My husband used to deal with everything. You made sense of it all and I now feel that I have had a huge weight lifted off my shoulders. Thank you.”

Mrs L, Dore, Sheffield

“Just a quick note to say thank you for sorting out my various pension plans that I had accumulated over the years. I had lost track of what I should be doing and was surprised to see how poor the performance was of some of the older plans. Your report was very thorough. I now feel that I am on target for retiring at sixty-five. I would also like to thank your wonderful staff who were always helpful and attentive to me.”

Mr S, Bradway, Sheffield.

As a trustee of a final salary pension scheme, I was very dissatisfied with my previous pensioner trustees. My accountant recommended you and I am very happy to see that we are now receiving correspondence when we should.”

Mr C, Dronfield

“Having been the victim of an accident at work, my solicitor recommended that I speak with you. I received a substantial award for my injuries and I needed to ensure that the money would last me for the rest of my life. I cannot thank you enough for all your help and also for explaining things in such a way that I understood what we were doing and knowing we had considered all the options available.”

Mr B, Chesterfield