Our Clients and Services
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Later Life Solutions has been built based on honesty, reliability and an excellent service. We have worked closely with clients for many years and developed many good friendships.
We specialise in financial planning advice to help you flourish in later life. We will guide you from the initial consultation to the creation of your bespoke solution.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using Later Life Solutions you can be sure that your collective financial needs can be regularly reviewed and discussed, if required, in an ever-changing financial climate.
*Later Life Solutions is a division of FB Wealth Management Limited FB Wealth Management Limited is authorised and regulated by the Financial Conduct Authority
The FCA do not regulate advice on Trusts, Taxation and Will writing services
Cost of our services
On receiving an enquiry, FB Wealth Management Limited will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.
After the initial consultation, we will discuss payment options to cover the costs of our services, and we will not charge anything until an agreement in writing has been reached.
Certain products – non-investment insurance policies – can still pay a commission, and so we may work on the basis of a commission, a fee or a combination of both. As before, no costs are incurred without prior agreement, and all prospective earnings are disclosed before work is undertaken.
Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.
A copy of our Terms of Business is available on request.