Specialist Financial Advice for the Over 50's

We are all living longer, so planning and managing income in retirement is more vital than ever before.

Some of the aspects that you may need to consider are as follows:

Annuities
You may have built up a suitably sized fund of money via your pension and now you need to make decisions as to how best to use this and possibly other assets. Please see the Retirement Incomes Options page for details on different types of annuities including Enhanced Annuities.

Making your money last in retirement
Investment risk – at this stage you can’t afford to get it wrong. Perhaps you are at the stage where you need to consider decumulating rather than accumulating personal wealth.

Equity Release
If you need a lump sum or income this may be an option.

Wills and Powers of Attorney
Are they in place and up to date or have your circumstances and perhaps your wishes changed?

Care Fees Funding
When a person’s capital and savings and/or income take them outside the Means Test threshold they will generally be responsible for the funding of their own Care Fees.

 Accredited Member of the Society of Later Life Advisers (SOLLA)
-Specialising in Financial Advice for the over 50’s


 
Why use a SOLLA Accredited Member?
  • SOLLA is a “not for profit” organisation.
  • Members are specialists in advising older people on financial matters.
  • Have been awarded the Later Life Adviser Accreditation which is independently audited and endorsed by the Government Body the Financial Skills Partnership.
  • Follow a strict code of conduct. 

To arrange an appointment please call 01609 882155 or email di@dianaatkinson.co.uk

WE OFFER A FREE INITIAL NO OBLIGATION CONSULTATION either at your home or our office in Northallerton.

To understand the features and risks of an Equity Release product, ask for a personalised illustration. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. A TYPICAL FEE FOR MORTGAGE ADVICE IS £695

The Financial Conduct Authority does not regulate power of attorneys and Will writing services

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Diana Atkinson Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 300815.
Registered in England & Wales, Company Number 4734655. Registered Office address: Moatside, Deighton, Northallerton, North Yorkshire , DL6 2SJ. Trading address: As per our registered address. Telephone: 01609 882155
The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
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