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I sought advice from Later Life Asset Management when Dad first went into care and had to sell his home. They explained the alternative ways that I could manage dad’s finances so that his future care needs and costs could be secured. The team now provide ongoing information, analysis of investments and advice to enable me to make the necessary decisions in Dad’s best interests. The service they provide is both friendly and professional and is available whenever it is required and only a phone call away. It provides great reassurance that I am doing the best I can for my Dad.
Mrs Susan Rhodes
We value very much the advice and assistance provided by Later Life Asset Management which as well as enabling us to meet our obligations as a court appointed deputy, helps our clients to maximise their assets, allows them to self fund their care for longer, and reduces their reliance on local authority care funding. The advice given by the LLAM team is always thorough and complete, and we very much appreciate the practical assistance, form filling and chasing up which is also done on our behalf. Over the years we have engaged with a number of different financial advisers and our experience is that Later Life Asset Management provide the most comprehensive service at a very reasonable cost.
Richard Thorne Lead Officer Gloucestershire Client Affairs Department
We had experienced some less than satisfactory experiences and extremely poor financial performance with IFA’s before being introduced to Later Life Asset Management. On reviewing our investments they were very professional and provided a detailed report on the investments we had, providing clarity where we felt, there had been confusion.
We became comfortable with their approach to the work and the information provided, not only at the regular review meetings, at which, we are provided with detailed reports, but also in the monthly investment reports providing background information to markets and performance. We liked that we were provide with accurate and concise minutes of all meetings and ensuring that we, absolutely, understood and agreed with all proposals before taking any action.
The continual display and level of professionalism, courtesy and customer service provided us with a great deal of confidence in the services of Later Life Asset Management. This level of confidence and comfort has been built around the excellent customer service and professionalism along with considerably improved financial performance, we have experienced and benefitted from. It is a service that has restored our faith in the integrity of, at least, some IFA’s.
We have had no hesitation in recommending Later Life Asset management to others, something I had thought and stated, I would never do.
Alan and Jackie Mutter
Well done on winning Best Later Life Intermediary. That is such good news, but I’m not surprised we have been so pleased with the service that we have had since the beginning.