Our Services
We cover all areas of Later Life Financial Advice
Our service commitments
- Arrange regular review meetings in line with our service agreement.
- Aim to respond to your e-mails within 2 working days.
- Aim return calls within 24 hours.
- We adhere to a strict vulnerability policy that applies to those defined as, ‘somebody who due to their personal circumstances, is especially susceptible to detriment’ to ensure the person and family are dealt with the upmost care and consideration.
- Seek your views and perspectives to ensure we are working in collaboration with you to meet your expectations.
- Be open, honest, and transparent in our dealings with you from how we do business to explaining our fee structure.
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.
Recommend
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.
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.
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.