WBW Chartered Financial Planners has announced that one of their financial planners has received an industry recognition.

Craig Richards has recently received his Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA). 

SOLLA is a highly respected organisation that trains and accredits financial advisers who specialise in helping clients plan for later life. Craig has completed extensive training and has demonstrated a deep understanding of the financial needs of older clients. 

Craig said: “I am thrilled to have received my accreditation from SOLLA. I have always been passionate about helping people plan for their later years and this accreditation will allow me to better serve my clients as they navigate the financial challenges that come with ageing.” 

Chris Hill, Director of WBW Chartered Financial Planners said: “We are extremely proud of Craig for achieving his accreditation from SOLLA, who becomes the third Later Life Accredited adviser in the team. Craig’s dedication to continuing his education and his commitment to providing the highest level of service to our clients is a testament to his character and his dedication to his craft.” 

Advising clients on issues in later life such as retirement, estate planning, equity release and funding care requires specialist knowledge. We are confident that Craig’s SOLLA accreditation will be a valuable asset to our clients and we are excited to see the positive impact it will have on his ability to serve and assist them. 

WBW Chartered Financial Planners is a leading financial planning firm based in Devon, Cornwall and Somerset. With a team of highly skilled and experienced financial planners, WBW is committed to helping clients achieve their financial goals through comprehensive financial planning and wealth management services. Working closely with WBW Solicitors, the team is able to offer integrated financial and legal services to clients.