Tony Capener achieves accreditation by SOLLA
Chilvester Financial is pleased to announce that Tony Capener, Chartered Financial Planner and Director of Chilvester, has recently been granted accreditation by the Society of Later Life Advisers (SOLLA).
SOLLA was founded in 2008 as a not-for-profit organisation to meet the needs of consumers seeking later life advice. Their aim is to ensure that individuals are better informed about the financial issues in later life and to help them find suitably qualified and experienced advisers.
As well as advising on matters such as care fees planning and equity release, Later Life finance also includes aspects such as investments and pension income strategies, estate and successional planning including inheritance tax*, trusts and intergenerational finance.
This award which is audited and endorsed by the
governmental body, the Financial Skills Partnership, is only granted to individuals who can demonstrate expertise in advising clients in later life. The rigorous accreditation process involves the examination of advisory skills, the application of knowledge within a practical environment and the demonstration of a commitment to the highest standard of work.
Tony says “I am delighted to have received this recognition by the Society. Awareness of issues surrounding later life matters is becoming more to the fore and this award helps to demonstrate my expertise in this field both to clients and fellow professionals alike.”
As part of his brief, Tony is also able to discuss investment planning issues with adults with disabilities, adults with disabled children and also personal injury trusts.
If you would like to speak to Tony Capener about any matters raised here or surrounding later life finance in general, he would be delighted to speak to you.
* Taxation advice is not regulated by the Financial Services Authority.