James Kenward Achieves SOLLA Accreditation
We are thrilled to share some exciting news: our adviser, James Kenward, has successfully passed the prestigious Society of Later Life Advisers (SOLLA) Accreditation assessment! This achievement marks a significant milestone for Harold Stephens, as both of our advisers, James and Richard Higgs, are now SOLLA Accredited.
What is SOLLA Accreditation?
The SOLLA Accreditation is a highly respected benchmark for financial advisers specialising in later life advice – often called the ‘gold standard’. It demonstrates a deep understanding of the unique financial challenges and opportunities faced by retirees and older clients. Achieving this accreditation requires passing a rigorous assessment of technical knowledge, practical application, and ethical standards.
A commitment to excellence in Later Life Advice
At Harold Stephens, we pride ourselves on offering bespoke financial advice tailored to the needs of retired clients – this really is our specialism. Having both James and Richard as SOLLA Accredited advisers underscores our commitment to providing the highest quality guidance and support.
With their combined expertise, James and Richard are uniquely equipped to help clients navigate complex financial decisions related to retirement planning, care funding, pensions, and inheritance tax planning.
What this means about working with us
The SOLLA Accreditation is not just a mark of excellence - it’s a symbol of trust and dedication. It assures our clients that our advisers have the knowledge and skills to offer advice that truly reflects their individual circumstances and goals.
Whether you're planning for your own retirement or seeking advice for an older family member, Harold Stephens is here to help you make confident, informed decisions.
Congratulations, James!
We extend our heartfelt congratulations to James on this well-deserved achievement he worked so hard for.
If you'd like to learn more about how our SOLLA Accredited advisers can help you or a loved one, don't hesitate to contact us. We're here to guide you every step of the way.
Call 0117 3636 212 or email office@haroldstephens.co.uk for a relaxed chat about your circumstances.