‘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.
The Society of Later Life Advisers is committed to:
• Promoting and raising awareness amongst people, their families and professional advisers of financial issues faced in retirement and later life
• Building relationships with statutory and voluntary agencies, charities, housing and social care providers, financial services firms and those organisations who are involved in the financial well-being of those in later life
• Raising the standards of practice of those engaged in advising older people by promoting the highest levels of professionalism in financial advice
• Identifying and developing best practice by the provision of high quality training and the distribution of the latest information and know how in later life issues
• Acting as a source of technical excellence for later life advisers
• Actively inputting into legislative and policy changes and contributing to debates on policy
In order to register with SOLLA and become an accredited member of the society, an adviser needs to be firstly regulated by the Financial Conduct Authority and have voluntarily undertaken a very robust assessment that underpins the Later Life Adviser Accreditation qualification. SOLLA meet each applicant as part of the face to face assessment process. Also, all members are required to re-license annually and go through the full accreditation process every five years.
SOLLA say the following about their members:
‘Professional qualifications, whilst essential, do not always give a full picture of an adviser’s experience or expertise. Those advisers who have taken the further step to become independently accredited can offer the added reassurance that they can give the practical help and guidance needed to help you make the right decisions at the right time. Why would anyone choose a financial adviser offering anything less?’
We are pleased to confirm that both David Stamp and Kirsten Richardson are qualified as Later Life Accredited Advisers and full Members of SOLLA. You will find a link to David’s profile here and a link Kirsten’s profile here.
If you would like to arrange a meeting with David Stamp or Kirsten Richardson to discuss your financial planning requirements, please complete this form.
David Stamp
Director
David Stamp established Independent Financial Solutions (IFS) in 1989. David has always worked closely with his clients, and with that in mind he has spent many years developing long term relationships built on trust, mutual understanding and collaboration. His experience and commitment to excellence, provide greater reassurance in an uncertain world.
Kirsten Richardson
DipPFS, Cert SMP
I have worked at IFS for over 12 years in various roles. Starting as an administrator, I have progressed through the company and am now working as a fully qualified and registered Independent Financial Adviser. I provide regulated holistic advice in all areas of financial planning, with a specific interest in later life planning.
