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STEPHEN SALE ACHIEVES LATER LIFE ADVISER ACCREDITATION

An independent financial advisor and director of Leeds based BLM Partnership has achieved a prestigious accreditation from the Society of Later Life Advisors (SOLLA).

SOLLA is a not-for-profit organisation, established in 2008 to help individuals find suitably qualified and experienced financial advisors who can assist with financial issues in later life.  

Only a select number of independent financial advisors in the UK have gained SOLLA accreditation, which is audited and endorsed by the Financial Skills Partnership. 

Following a rigorous assessment process, the accreditation is awarded only to professionals who demonstrate expertise and excellent skill in advising clients in later life.

In addition to BLM’s team of qualified advisers, the firm will now be able to provide access to a SOLLA accredited adviser who can offer expert help on issues relating to later life. 

In particular, this will enhance the company’s existing specialism in Long Term Care and Equity Release.

Stephen said:

“We are inviting local legal practices to get in touch to find out how SOLLA accredited financial advice can enhance their service and benefit their clients. 

“Solicitors and their clients will benefit from peace of mind that they are receiving reliable, up to date advice and, as SOLLA accreditation is an ongoing process with regular re-assessment, they can be assured that we will continue to maintain the same high standards of service and professionalism.”

BLM 085
Stephen Sale

 

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