After a lot of hard work, I am very pleased to announce that I am officially an Accredited Member of the Society of Later Life Advisers (SOLLA).

Gaining my Diploma in Financial Planning was a great achievement, but I feel that this is the proudest moment of my career so far. SOLLA are a fabulous society to be a part of. Their aim is to ensure that you are treated fairly, with dignity and receive the best financial support and advice when making complex decisions.

I am able to help provide you with advice in the following areas:

  • Retirement Planning
  • Funding for Care Home fees
  • Funding for care in your own home
  • Equity release and other property options
  • Savings and investment planning
  • Tax matters and estate and wealth planning

The complexities of the many decisions you or your family may need to face when looking at issues such as care funding matters or whether equity release is the right thing for you, need careful and considered advice. Financial advice should help you make clear and informed decisions knowing that you have had the information and choices presented to you in a way that helps you make the best choices and decisions for you or for a family member.

Our sister company Fogwill & Jones Legal Services Ltd also offers help creating Wills and Lasting Powers of Attorney which means with us you can complete your full financial plan under one roof.

If you would like to discuss any of the areas mentioned above, please do not hesitate to contact us on 0114 2588899 or email margaret@fogwilljones.co.uk

Sophie Smith, DipPFS

Independent Financial Adviser