• Tue. Jul 23rd, 2024

North East Connected

Hopping Across The North East From Hub To Hub

North East Independent Financial Adviser Earns Prestigious Accreditation

North East financial services firm, Three Counties Ltd, is pleased to announce that Director, Corryn Wild, has achieved full accreditation status of the Society of Later Life Advisers (SOLLA).

SOLLA was established in 2008 as a ‘not-for-profit’ organisation to help people and their families find trusted financial advisers who specifically understand the financial challenges faced in later life.

SOLLA accreditation is the gold standard of later life financial advice. It means that Corryn is one of a small number of advisers in the North East region who can provide a holistic advisory service to older people and their families. SOLLA accredited advisers use a wide range of skills and techniques to communicate effectively with older, more vulnerable clients so that they can make informed decisions about their finances. The rigorous accreditation process goes beyond an academic knowledge of facts and figures, ensuring that the adviser adheres to a code of practice and offers empathetic support and guidance.

Corryn said “For me it’s about helping individuals and their families in a practical way, at a time when things can be changing very quickly for them. Often people come to me to discuss paying for care, or dealing with the assets of a family member who can no longer manage their own finances. Families need more than technical information and jargon, they need to understand their options and be helped to make informed decisions. I can help people navigate the care system and identify any benefits they might be entitled to. Families supporting older relatives really appreciate having someone they can trust who understands the particular challenges they are facing.”

Corryn has over 14 years of experience as an independent financial adviser and is a Fellow of the Personal Finance Society (PFS). This latest accolade not only proves her ability, skills and knowledge but also demonstrates her commitment to providing the highest level of tailored advice to each of her clients.

Three Counties Ltd was formed in 1989 and provides a full range of independent financial adviser (IFA) services for both private clients and companies.

Based on Bournmoor, County Durham, Three Counties IFA services include financial planning, wealth management, strategic investment advice, pensions, protection and taxation.

By admin