Huge Congratulations to David Seviour

Today we are celebrating a fantastic achievement and recognising David’s dedication to providing advice to his clients.

David has successfully achieved:

🔹 Later Life Adviser Accreditation by the Society of Later Life (SOLLA)

🔹 SOLLA Retirement Advice Accreditation

🌟 David has been providing Gold Standard Advice for over 10 years 🌟

Achieving these accreditations takes times, determination and confidence in your abilities. As part of the assessment process David was required to complete a Case Study, develop a comprehensive advice plan and present his recommendations to an expert panel, answering detailed questions on the advice he would provide.

Long term care planning is a highly specialized and often complex area of advice. David’s expertise will help clients and their families understand the options available, enabling them to make informed decisions for later life and plan with confidence.

🤔 So what does this mean?

David is accredited to advise older clients on long-term care planning, helping to ensure that financial concerns become one less thing to worry about while individuals and their loved ones can focus on health and wellbeing.

 
Key areas David can provide guidance on:

✔️ 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

We know how much time, commitment and hard work David puts into every qualification he undertakes and this achievement is thoroughly deserved.

👏 Congratulations David – A fantastic achievement, and as a team we are all incredibly proud of you.

An equity release is a lifetime mortgage. To understand the features and risks, please ask for a personalised illustration.