Email us | 0161 886 8000

The Team

Our consultants between them hold the following qualifications:

  • Chartered Financial Planner
  • Certified Financial Planner
  • Member of the Personal Finance Society
  • Member of the Society of Later Life Advisers
  • Member of the Expert Witness Institute
  • Investment Management Certificate
  • Association of Personal Injury Lawyers Tier 1 Expert Witness

Our professionalism

We pride ourselves on our ability to address and work with our clients in a sympathetic and accessible manner thanks to our wealth of experience working with vulnerable individuals. We also specifically undertake training to qualify as ‘Dementia Friends’ to ensure best interest support for all our clients.

Our passion in some cases has arisen through seeing family members experience the challenges of personal injury, clinical negligence, Alzheimers, Parkinsons Disease, Vascular Dementia and general physical infirmity in later life.

Given the specialist nature of our work we also have also developed close relationships with a network of trustworthy professionals such as specialist solicitors, accountants, care providers and a variety of therapists, healthcare professionals and support organisations who can provide further advice and assistance if required.

Our Later Life Centre of Excellence Consultants are accredited by and members of the Society of Later Life Advisers.

Call us on 0161 886 8000 or email to see how we could help you today.
We would be happy to answer any queries you may have.