Nov. 9, 2012
-- Albert Goodman now has three times the amount of SOLLA accredited advisers than any other firm of financial planners in the region.
Iain, who has worked in the financial planning industry since 1997, says, “I am thrilled to have received my accreditation. I have worked closely with older clients for over 10 years, planning to ensure their money works hard for them in their later years. The accreditation from SOLLA is great, as it helps differentiate us from high street advisers.”
SOLLA was founded in 2008, to provide older clients with reassurance and peace of mind when dealing with financial advisers and later life planning issues. SOLLA is an independent organisation, which approves financial advisers and acts as a ‘kite-mark’
to the public. In order to become accredited, applicants endure a lengthy interview, a series of complex tests and must resolve fictional scenarios. This process ensures clients receive an extremely high quality service, with trusted advisers.
Dave Robinson, a Partner at Albert Goodman, adds, “I am proud to be a part of SOLLA. We offer the older generation the support and reassurance they need, at a time when they can often feel vulnerable and uncertain. Iain’s accreditation is a great bonus for the firm and he has worked hard for it. All of us at Albert Goodman are committed to the welfare of our clients and we are proud to be one of the top firms in the region.”
Iain Andrews’ accreditation means that Albert Goodman now has three SOLLA accredited advisers and can offer SOLLA services at all six offices in Somerset and Dorset.
Albert Goodman has offices across the region including Taunton, Chard, Yeovil, Bridgwater, Weston-super-
Mare and Weymouth. For further information, visit www.albertgoodman.co.uk.