Later Life Planning

Angela Fountain is a SOLLA accredited Later Life Adviser. The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers who specialise in later life planning. Angela has advised many families on the care planning process, and implemented life care planning for them with a view to helping clients enjoy the best possible later life care they can afford.

An accredited Later Life Adviser can advise on:

  • Equity Release*
  • Long-Term Care Funding
  • Pensions & Annuities
  • Investments
  • Savings
  • Tax Planning

If you would like a no obligation meeting with Angela to discuss your situation, please contact us.

Being SOLLA accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

* This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

Angela Fountain

RBA Wealth Management Ltd
A Senior Partner Practice of St. James's Place Wealth Management
Discover how our tailored advice can help secure your finances today and deliver on your aspirations for tomorrow.