We understand that Long-Term Care is often a difficult and complex subject, both to discuss, and arrange. At Aqua Wealth Management, our goal is to ensure that you and your family understand the choices you can make. Our specialist, qualified care fees adviser can guide you through the process, every step of the way.

How We Can Help

SOLLA accredited advisers are qualified to advise on:

• Retirement Planning – pensions and annuities
• 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

What is SOLLA?

The Society of Later Life Advisers (SOLLA), helps people to find a trusted financial adviser, who is not only qualified to help, but really understands the financial needs in later life. Accredited members of SOLLA have been through a thorough examination process, and are committed to:

• Promoting and raising awareness amongst people, their families and professional advisers of financial issues faced in retirement and later life
• Building relationships with statutory and voluntary agencies, charities, housing and social care providers, financial services firms and those organisations who are involved in the financial wellbeing of those in later life
• Raising the standards of practice of those engaged in advising older people by promoting the highest levels of professionalism in financial advice
• Identifying and developing best practice by the provision of high-quality training and the distribution of the latest information and know how in later life issues
• Acting as a source of technical excellence for later life advisers
• Actively inputting into legislative and policy changes and contributing to debates on policy

We also adhere to the Financial Vulnerability Charter, created by the Financial Vulnerability Taskforce. This promotes greater understanding, encourages appropriate behaviours and establishes good practice in respect of consumer vulnerability