Robson Laidler Wealth Director Amanda Cowie has recently received an accreditation from the Society of Later Life Advisers (SOLLA). There are only three other Independent Financial Advisers in Northumberland and Tyne & Wear who hold this.
The Later Life Advisers Accreditation has now become established as the industry standard of excellence for those advising older clients and their families. It demonstrates that an adviser has excellent interpersonal and communication skills, such as the ability to explain complex matters in a way that is more easily understood.
Coupled with Robson Lailder’s wills, powers of attorney and probate service this makes the firm one of the only in the area that offers this plus accounts, chartered tax advice, financial planning, and investment advice all under one roof.
Amanda said: “This can be a difficult time for families navigating issues such as inheritance tax and paying for care. I was already qualified to give this advice but felt that it was important to have as much knowledge in this area as possible and the SOLLA assessment process was extremely comprehensive! It is also important to work in an environment which supports the advice we give. I have some fantastic colleagues in Robson Laidler who assist with wills, powers of attorney and tax. As far as I am aware, we are the only firm in the area which provides a full later life service to clients. We all lead very busy lives and for most people, having one firm who can deal with everything is extremely helpful.”