Press release
Oakmere Wealth Management Advisors - Later Life Adviser
The Later Life Adviser AccreditationThe Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser can advise on equity release*, long term care funding, pensions and annuities, investments, savings and tax planning.
Being independently accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.
The Later Life Adviser Accreditation Scheme is audited and endorsed by the standard-setting body the Financial Skills Partnership (FSP) and advisers need to re-license their accreditation annually, evidencing their continued development and knowledge.
Society of Later Life Advisers
The Society of Later Life Advisers (SOLLA) is a not for profit organization, created in 2008, to meet the need of consumers, advisers and those who provide financial products and services to the later life market. The Society's aim is to ensure that consumers are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily.
SOLLA ensure that all the advisers have fully satisfied all criteria to become an accredited adviser. This means peace of mind and assurance that the advice you are given is from an Adviser who has proved they have specialist knowledge of the sector.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalized illustration.
At Oakmere Wealth Management Ltd, we are very passionate about building long term relationships with all of our clients founded on trust, excellent service and superior wealth management planning.
Oakmere Wealth Management Ltd
14 Warrington Road
Cuddington, Northwich
CW8 2LJ
This release was published on openPR.
Permanent link to this press release:
Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.
You can edit or delete your press release Oakmere Wealth Management Advisors - Later Life Adviser here
News-ID: 408687 • Views: …
More Releases from Oakmere Wealth Management Advisors
Oakmere Wealth Management Advisors Women in Business
More women are becoming financially successful and independent than ever before and the need to consider carefully tailored, holistic financial planning advice is becoming of paramount importance.
As a female business owner myself, I appreciate the challenges of juggling work and family life and would be delighted to work with you to undertake a confidential review of both your personal and business goals.
• Are you looking to take a…
Oakmere Wealth Management Advisors - Charities
Charities attract a number of tax reliefs.
We recognize that every charity is different, and look after charitable funds for a wide range of organizations. Therefore, we aim to provide an investment strategy to meet individual charity's requirements. This is based on a full understanding of their income, total return and risk parameters after a consultation.
We provide a bespoke portfolio designed to meet those needs and objectives. We can then adapt…
Oakmere Wealth Management Advisors: A Holistic Approach
We advise on many aspects of wealth management, helping individuals of widely differing resources or life stages. This includes access to the exclusive range of St. James's Place products which offer many important benefits. Perhaps the most remarkable is the distinctive and highly successful approach to investment management.
We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the…
More Releases for Adviser
Pillser Launches AI-Driven Personalized Nutrition and Supplement Adviser
Image: https://www.getnews.info/wp-content/uploads/2024/08/1724706049.png
Pillser is an AI-powered platform dedicated to providing personalized, evidence-based advice on nutrition and dietary supplements.
Pillser (pillser.com [https://pillser.com/]), a supplement research and comparison website, officially launches today with an AI-powered chatbot designed to revolutionize how individuals approach nutrition and dietary supplements. Founded by Lilou Artz, Pillser offers personalized, evidence-based advice to help users make informed decisions about their health and wellness.
Personalized Nutrition and Supplement Guidance
Pillser's unique approach combines vast…
Standav Appoints New Senior Adviser for it's Salesforce Practice
Standav is pleased to announce that Al Ramirez will be joining us as Sr Sales Consultant and Adviser for Salesforce practice. Al will be responsible for developing new business opportunities and relationships with Salesforce to create customized solutions to customer needs.
Al has spent over 24 years of his career in various capacities in the technology arena. In the last 12 years, he has been focused on application implementations around…
Pindoria Law - Best Legal Adviser & Family Lawyer UK
Recognised as the best legal advisor and divorce lawyers in the UK, Pindoria Solicitors is a niche international law firm that excels in the provision of top-quality legal advice and representation that covers a plethora of sectors and has represented wealthy, individual clients and businesses across the UK as well as around the world.
Created in the year 2004 by Mr. Bharat Pindoria, in order to improve the practice of…
Former Coutts, Credit Suisse adviser launches digital wealth manager
A former Coutts private banker has launched her own venture, a digital wealth manager which creates bespoke investment solutions that aim to combine artificial intelligence with top-tier human advice.
Qiaojia Li was a private banker at Coutts and Credit Suisse before meeting her co-founder Gustavo Silva – a Brazilian-born programmer and serial entrepreneur – through talent incubator Entrepreneur First late last year.
The pair created Rosecut Technologies, a digital wealth manager, which…
South Beach Diet Adviser Launches Free Diet Website
South Beach Diet Adviser has launched an innovative website featuring recipes, diet tips, and detailed information on the popular South Beach Diet. The website is free of charge for all visitors.
Terrace, BC, Canada - A new and innovative diet website has been launched at http://www.southbeach-diet-adviser.com/index.html, offering free diet advice and weight loss tips for anyone interested in the innovative diet plan. The comprehensive site is a cost free introduction to…
Essex Based Independent Financial Adviser Launches Redesigned Website
Essex based Independent Financial Adviser Watson Moore has officially launched their redesigned website at www.watsonmooreifa.com.
Watson Moore are a team of independent financial advisers based in Hornchurch, Essex who provide independent financial advice to individuals, businesses and other financial advisers throughout Essex, the South East and UK in general. Watson Moore IFA offer a unique and flexible approach in providing financial solutions and investment options that ensure they best…