Society of Later Life Advisers


Society of Later Life Advisers

We are pleased to announce that Frazer Wilson (Senior Consultant), has been approved by the Later Life Accreditation panel and is now a member of the Society of Later Life Advisers (SOLLA).

Click this link to be directed to the Society of Later Life Advisers website.

With an ageing demographic, it’s increasingly important to be aware of the financial challenges that people encounter in later life, especially where vulnerability is a concern.

As you will know, more people are living longer, so impartial and independent planning for the future, in conjunction with other trusted professionals, can truly bring peace of mind.

As detailed in the link above, SOLLA aids people and their families in finding trusted, accredited financial advisers who understand the financial needs of later life.

At Thomas Miller, we pride ourselves on giving the best advice to all of our clients and this accreditation highlights the professional standards we aspire to. The particular areas of advice that this will be applicable to are:

  • 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
  • Retirement Planning - pensions and annuities

We are also backing the campaign that “Which” is currently undertaking to call on the Government to face up to the problems that many people encounter when it comes to Care, especially after the Governments recent move to kick this issue (once again) into the long grass.

Please take the time to look at the campaign details by clicking on this link and sign up to this worthy cause.

Thomas Miller Wealth Management Ltd 

The value of investments can go down as well as up. Any past performance or yields quoted should not be considered reliable indicators of future returns. Opinions, interpretations and conclusions expressed in this document represent our judgement as of this date and are subject to change. Furthermore, the content is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or a solicitation to buy or sell any securities or to adopt any investment strategy.

Thomas Miller Investment is the trading name of the businesses in the Thomas Miller Investment Group. Thomas Miller Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register Number 594155). It is a company registered in England, number 08284862. Thomas Miller Investment Ltd is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 189829). It is a company registered in England, number 2187502. The registered office for both companies is 90 Fenchurch Street, London EC3M 4ST. Thomas Miller Investment (Isle of Man) Limited is licensed by the Isle of Man Financial Services Authority. It is a company registered in the Isle of Man, number 48181C. The registered office is Level 2, Samuel Harris House 5-11 St Georges Street, Douglas, Isle of Man, IM1 1AJ. Thomas Miller Investment is a registered business name of Thomas Miller Investment (Isle of Man) Limited. Telephone calls may be recorded.

Please get in touch if you have any questions, our team would be happy to help.

The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.