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Specialist Later Life Financial Advice

Protecting your Retirement Plans

Insurance is essential for financial security and can be tailored for individuals, businesses, and its staff. This includes life assurance to provide for dependents, to critical illness that provides a financial safety net in the event of severe illnesses such as cancer. Some plans offer additional support services to provide you with the medical advice and care when you need it.

Adequate cover safeguards against unexpected events, offering peace of mind and mitigating financial risks.

Get in touch with us to learn more.

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.

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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.