Trusted independent financial advice

Later Life Financial Advice, Planning and Solutions

Lake wind farm

Trusted independent financial advice

Later Life Financial Advice, Planning and Solutions

Priding ourselves on being trusted to give you independent financial advice

Later Life Wealth Management Limited is a regulated, independent financial services business offering advice and recommendations relating to products and services representing the whole of the market.

The business is built on 23 years’ experience gained predominantly in Investments and Pensions. I may have been only trading a few years, but I have well-rounded experience.

We have a high standard of support services in place that drives efficiency, and I am fully focussed on delivering cost effective solutions without jeopardising the quality of advice and service. Therefore, I am confident we can continue to deliver good outcomes for our clients over the medium to long term.


Building for Retirement
Using our experience and knowledge we provide up-to-date advice, research, and solutions regardless of your circumstances.


At Retirement
Would you like to be a in a position where you could retire on a higher income that provides you with a more comfortable retirement or maybe you’d like to retire earlier than planned and want to know the most suitable approach based on your circumstances? We can help.


Protecting your Retirement Plans
There is always the risk of financial uncertainty, in the event of death, being unable to work due to redundancy, illness, or a sudden injury.


Succession Planning
We ensure the distribution of your financial arrangements are not left to chance but to those you wish to benefit should you die.


Regular Reviews
Regular Reviews are essential. Ensuring your strategies align with your plans, risk appetite and most importantly life changes. We identify adjustments, update arrangements to optimise your retirement plans. Staying proactive also enhances the effectiveness of your retirement decisions.

About us

We believe in listening first to our clients then providing bespoke planning and advice before offering truly independent solutions in a simple and straightforward manner that enable our clients to make better, informed decisions about their retirement plans.

We offer advice and guidance to our clients through one-to-one meetings and staff clinics for companies.


Contact us

Our office is based in County Durham but we have clients across the UK so are set-up to conduct meetings that are convenient for you.

Later Life Wealth Management Limited is registered in England.

Registration number 14189369 Is authorised and regulated by the FCA number 931901 and is an appointed representative of New Leaf Distribution Ltd. FCA Number 460421 is authorised and regulated by the Financial Conduct Authority. Registered in England.