At Minster Wealth Management, we understand that financial planning in later life can involve complex and deeply personal decisions. These may include planning for retirement income, supporting family members, protecting wealth, or preparing for the potential cost of long-term care.

For this reason, Jason Coleman is proud to hold accreditation from the Society of Later Life Advisers (SOLLA).

SOLLA is a not-for-profit organisation established to promote higher standards of financial advice for older people and their families. Its purpose is to ensure that individuals seeking guidance in later life have access to advisers who have demonstrated specialist knowledge, experience, and professionalism in this area.

What SOLLA Accreditation Means

SOLLA accredited advisers have undertaken additional assessment to demonstrate their understanding of the financial issues faced in later life. This includes areas such as:

• Planning for retirement income
• Funding long-term care
• Inheritance and estate planning
• Supporting vulnerable clients and families
• Navigating later life financial decisions with sensitivity and care

Accredited advisers must also adhere to SOLLA’s Code of Practice and maintain high professional standards through ongoing learning and development.

Supporting Clients and Their Families

Later life planning often involves important discussions between individuals and their families. Decisions about care, property, inheritance, and long-term financial security can affect multiple generations.

Jason Coleman works closely with clients and their families to ensure these conversations are handled with clarity, understanding, and thoughtful financial planning.

The aim is always to help clients feel confident that they understand their options and can make informed decisions about their future.

Finding Out More

If you would like to discuss later life financial planning, or if you are supporting a family member who may need advice, Jason Coleman would be pleased to help.

You can also learn more about the Society of Later Life Advisers by clicking here.

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