Later Life Solutions is an independent financial advisory service dedicated to helping people and their families to achieve total peace of mind and financial security in later life. Our team of friendly and experienced advisors specialise in a wide-range of areas including how to pay for your care, releasing equity from your home, protecting your wealth, making your money work harder, avoiding or reducing tax and planning your estate with Wills, Trusts and Power of Attorney.
Make Contact Today
If you require advice and guidance on any of the matters mentioned above, then please do not hesitate to contact us by email (info@laterlifesolutions.co.uk) or by phone (0333 11 222 00) where you can speak with one of our friendly advisers for a no obligation chat.
If we need to arrange an appointment with you, this can be held at a time to suit you and at a location of your choice including your own home. Our initial meetings are held at our expense and strictly without obligation and in total confidence. You can rest assured you will be in the right hands.
A little more about Later Life Solutions
Later Life Solutions is a specialist division of FB Wealth Management Ltd that was established to provide advice and financial solutions designed to meet the type of situations that an ever increasing number of us face in our later years; such as those areas mentioned above and more.
Through our parent company, Forrester Boyd Chartered Accountants, we have provided independent financial advice to a wide number of private individuals and businesses for over 30 years. During this time we have gained a reputation amongst our many loyal clients of trust, mutual respect, reliability, efficiency and financial expertise. These are values that we hold dearly and remain at the core of everything we do within Later Life Solutions.
Later Life Solutions is proud to be associated with a number of organisations who provide their services within the later life sector and who recommend our services to their clients such as care associations, Citizens Advice Bureau and elderly charities e.g. Age UK, as well as many large care groups and privately owned care homes. Our fast growing reputation for high quality advice backed up by excellent customer service and delivered through innovative and technological solutions has seen us become the natural choice for many who seek professional and expert advice in their later years.
Our advisors
All of our advisers are qualified to at least the minimum standard set by our regulator including specialist qualifications for long term care advice and equity release. Our advisers have widespread knowledge and experience in all aspects of later life financial planning and are required to keep up to date through a programme of Continuous Professional Development.
This expertise is endorsed by membership of the Society of Later Life Advisers as well as each adviser holding a current and valid Statement of Professional Standing issued by the Chartered Institute of Insurance (CII).
A number of our advisers have worked within the financial services industry for over 20 years, gaining highly valuable client experience that cannot be taught in a purely academic manner. We encourage each of our advisers to develop their n particular area of specialism to ensure our clients benefit from only the best knowledge, expertise & advice.
John Varley DipPFS LLAA
John is Managing Director of FB Wealth Management Ltd – the financial planning arm of Forrester Boyd Chartered Accounts – and is the founder of Later Life Solutions. John’s proud history in financial services started in the late 1980’s when he joined the ranks of a leading worldwide insurance group. In the years which followed, he held a number senior management positions with other large financial institutions, before joining the Forrester Boyd Group in 2010.
In early 2011, Later Life Solutions was borne out of John’s passion to ensure people in later life and their families have access to specialist, high quality independent financial advice. He has fast become known within the financial services industry as a leading specialist in all aspects of later life financial planning, especially in the key area of paying for care.
John is actively involved in promoting awareness of the need for the elderly to seek specialist professional advice. In doing so, he has worked closely with the Adult Social Services team of a number of Local Authority’s, AGE UK and many of the charities and organisations focussed on the needs of the elderly including BUPA, Citizens Advice and Solicitors for the Elderly.
John Drakes DipPFS LLAA
John is Head of Later Life Advice at Later Life Solutions. His financial services career began in 1988, when he joined a leading UK life, pensions and investment company as a financial adviser. Since then he has held posts with a number of financial institutions including a National Building Society, a leading wealth management company and a High Street Bank advising their clients on financial planning and wealth management issues.
Over the years, John has become increasingly interested in the wealth management issues affecting people in their later life, which lead to him joining FB Wealth Management Ltd in April 2011 (the financial planning arm of Forrester Boyd Chartered Accounts) to help develop and manage their Later Life Solutions service.
What our clients say about us
My brother and I received a first class service from Later Life Solutions in regards to our parent’s estate over a period of three years. We always received detailed follow up from the Later Life team in regards to our numerous questions and enquiries and the personal service was always timely and competent. Later Life Solutions proved to be a professional and well informed firm with excellent attention to detail that was very welcome at an often difficult time.
The service was exceptional as most of the coordination was done over great distance, my brother in Dorset and myself in Australia – this posed no problem to the Later Life team. I would have no hesitation in recommending the services offered by Later Life Solutions, as it proved to be very beneficial for all parties involved.
Keith Norton
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Later Life Solutions gave us a very satisfactory service. This made for a smooth transition when my mother moved into residential care. The Later Life team explained everything clearly and carefully so that we all fully understood the financial arrangements that were to be put in place. Additionally, I was having treatment for a serious illness during this period and Later Life Solutions proved to be very helpful in accommodating me. I, therefore, would not hesitate to recommend this company.
Anne Mullett
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Due to my Fathers worsening health condition, I sought advice on behalf of my parents through Later Life Solutions. My parents and I were given advice in the comfort of their home, in a very personal, informal manner but at the same time professional. My parents acted upon the recommendations presented and 14 months later with my parents changing situation, the advice given has proven valuable.
I would recommend Later Life Solutions to any family with financial decisions to make that seek guidance in a considered and clear approach.
Stephen Nadin
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