Gill Lynes, senior Financial Planning manager at the Sussex-based firm was recently accredited with full membership of the Society of Later Life Advisers (SOLLA).
To become a full member of SOLLA, applicants have to pass a rigorous accreditation process, which includes obtaining a professional qualification through examination.
MHA Carpenter Box Wealth Management also had to show that it had a “robust policy in place for helping elderly and vulnerable clients, including ongoing training and support”.
In addition, wheel chair accessibility has to be available and when required, advisers must be willing to visit clients’ homes to discuss their needs.
SOLLA was established in 2008 as a not-for-profit organisation dedicated to raising standards and improving accessibility to regulated financial advice for older people and their families.
Ms Lines has more than 30 years’ experience in the financial services sector.
She joined MHA Carpenter Box Wealth Management three years ago as a Financial Planning manager after performing a similar role for NatWest and prior to that, HSBC Bank.
Once accredited, full members can advise on a wide range of subjects such as retirement planning (including pensions and annuities), funding for Care Home fees or for care at home, Inheritance Tax planning and other tax matters.
They can also provide guidance on estate and wealth planning issues, including Lasting Powers of Attorney and Deputy Orders.
Roy Thompson, partner and head of wealth management at MHA Carpenter Box, said: “This accreditation from SOLLA is excellent news for our clients many of whom have elderly parents or family members.
“Following this accreditation, we have a recognised seal of approval on our ability to help elderly and vulnerable clients with their financial affairs.
“Well done to Gill on gaining full membership of SOLLA, proving that she has the knowledge and technical ability to provide the highest level of customer service to our clients.”