About Us
Specialising in Later Life Financial Advice
We specialise is providing Later Life Financial Advice, Planning and Solutions to clients and companies (staff and directors) with Pre and Post Retirement needs and requirements.
LLWM is part of a team dedicated to retirement advice and planning solutions for clients. With a commitment to integrity and expertise, we offer tailored solutions that are specific to your goals and circumstances.
How we help our clients
Our mission is to help clients and families achieve their immediate and future retirement planning needs and objectives through our client focussed approach. Key to this is utilising technology to be more efficient in the arrangement and ongoing management of our solutions so more time is spent adding client value.
Advise
Building for Retirement
Using our experience and knowledge we provide up-to-date advice, research, and solutions regardless of your circumstances.
Plan
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.
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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.
Arrange
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.
Monitor
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.
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.
0330 229 1174
enquiries@laterlifewealthmanagement.co.ukLater 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.