Friday, 05 October 2018 11:24

Chartered Financial Planner gains later life accreditation

Rate this item
(0 votes)
Jonathan Rowley Jonathan Rowley

A Yorkshire-based Chartered Financial Planner has gained Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA).

Jonathan Rowley, director of Sheffield-based firm Hamnett Wealth Management, has been advising clients for over 26 years and recently gained the accreditation.

He 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.”
 
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. 

 

FREE. Get more stories like this daily to your inbox. Unsubscribe at any time. Sign up now.

FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details:
jobs.financialplanningtoday.co.uk/