SOLLA (Society of Later Life Advisers)
David Seviour holds both the Later Life Adviser Accreditation and SOLLA Retirement Advice Accreditation, awarded by the Society of Later Life Advisers (SOLLA).
These specialist accreditations recognise advisers who have demonstrated expertise in later life financial planning, including retirement income, long-term care funding, estate planning and other issues commonly faced by older clients and their families.
Specialist Advice for Later Life
As circumstances change throughout retirement, financial decisions can become increasingly complex. Whether planning for long-term care, reviewing pension income, considering equity release, or looking to preserve wealth for future generations, specialist advice can help provide clarity and confidence.
With more than 10 years’ experience delivering gold-standard financial advice, David works closely with clients to understand their circumstances and provide tailored recommendations that support their long-term goals.
How David Can Support You
David provides guidance on a range of later life planning matters, including:
- Retirement Planning – Pensions and Annuities
- Funding for Care Home Fees
- Funding for Care in your own home
- Equity release
- Savings and Investment Planning
- Tax and Estate Planning
Advice for You and Your Family
Later life planning often affects not only the individual but also their family. Decisions around retirement income, care funding and estate planning can have significant implications for loved ones, making clear and informed advice particularly important.
David helps clients and their families understand the options available to them, providing straightforward guidance to support confident decision-making and peace of mind for the future.
An equity release product is typically a lifetime mortgage. To understand the features and risks, please ask for a personalised illustration.
What is the Society of Later Life Advisers (SOLLA)?
Founded in 2008 as a not-for-profit organisation, SOLLA is committed to assisting older people, and their families, in finding a trusted and accredited financial adviser who understands the needs of later life.
SOLLA advisers are committed to raising the standards of practice for those offering advice to older people by building relationships with statutory and voluntary organisations, identifying and developing best practices and acting as a source of technical excellence for individuals, their families and other professional bodies.
If you, or someone you know, would like to speak with us about later life planning, equity release or care funding, please don’t hesitate to contact us.
