Company: Later Life Wealth Management Location / Address: Unit 8, The Greenhouse Greencroft Trading Park, Annfield Plain, Stanley, County Durham, England, DH9 7XN. Postcode(s) Covered: National Coverage Later Life Wealth Management is a regulated independent financial services business specialising in later life advice, planning and arranging of services and products. Our mission is to adapt…
Company: Later Life Wealth Management
Location / Address: Unit 8, The Greenhouse Greencroft Trading Park, Annfield Plain, Stanley, County Durham, England, DH9 7XN.
Postcode(s) Covered: National Coverage
Later Life Wealth Management is a regulated independent financial services business specialising in later life advice, planning and arranging of services and products.
Our mission is to adapt to the evolving needs of different clients at certain life stages and events, from pension planning on divorce to safeguarding the interests of their family upon death. While also being skilled at working with clients that identify as vulnerable or potentially vulnerable by setting consistently high standards of care and expectations.
We will help with your Will, Will based trusts, and Lasting Power of Attorneys. Writing a will is one of the most important things you can do to protect your family and your assets. Our approach is getting to know your situation, enabling bespoke planning for you and your circumstances.
