Tel: 01204 329489 Email: email@example.com
Later Life Asset Management has provided the winner of The Best Intermediary for Later Life Advice award for the second successive year with our adviser, Mark Oswell taking home the award. In addition, the firm won the coveted Intermediary Innovation Award in recognition of the company’s successful development of advice in this specialist area.
W h e n o n l y t h e v e r y b e s t w i l l d o
and Estate Planning
Later Life Asset Management Limited is an independent, specialist practice offering a later life advice service throughout the United Kingdom.
We draw on over twenty five years of experience providing legal, tax and financial guidance for those in later life, with a specialism in long term care fees funding advice for the elderly and their families. Our advisers are fully accredited and members of the Society of Late Life Advisers - the gold standard for those advising in this area.
The specialist nature of our work has been recognised nationally with the Directors receiving a Highly Commended award and being voted winner in the prestigious “Best Later Life Advice Intermediary” award at the Health Insurance Awards.
Our advice is independent, which means it is without restriction or bias and our fees are fixed and agreed in advance. Because they are not dependent on the sale of any particular product or solution, we can provide advice that genuinely places the the needs of our clients at the forefront of the process.
Those in later life are currently experiencing some of the most significant changes we have seen in generations. The recently introduced Pension Freedoms and the funding reforms of the Care Act will both have major consequences for those approaching retirement and beyond.
While the internet offers an endless supply of generic information about these complex issues, we think much of this can be confusing and contradictory, and with the financial consequences of getting it wrong being so great, the advisory service offered by Later Life Asset Management can deliver real value for money and peace of mind to our clients.
So, if only the very best will do for you, contact us to find out more about how we can help.