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Category Archives: Later Life Planning

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Exactly When is Later Life and Why do I need to Plan for It?

Exactly When is Later Life and Why do I need to Plan for It?

Later Life PlanningBy Andrew Parmenter2nd March 2022Leave a comment

So when is the start of ‘later life’ and why do you need to plan specifically for it? Well there isn’t necessarily an exact time for defining later life but I like to look at it as 50+, it seems really young doesn’t it? However, that’s a really good age to start thinking about how…

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The Bridge to Later Life Planning - Becoming SOLLA Accredited

The Bridge to Later Life Planning Becoming SOLLA Accredited

Later Life PlanningBy Andrew Parmenter23rd February 2022Leave a comment

I’m often asked by potential clients when is the best time in life to start down the route of financial planning and there’s a reasonably straightforward answer to that – I simply say that starting too soon is always going to be better than starting too late. However, a lot of the other common questions…

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  • Home
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  • Services
    • Pensions
    • Investments & Savings
    • Mortgages
    • Cashflow Planning
    • Insurance
    • Equity Release
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    • Financial Planning in Divorce
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    • Jargon Buster
  • Financial Healthcheck
  • Blog
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