The Society of Later Life Advisers (SOLLA) has announced Canaccord Genuity Wealth Management (CGWM) as a new strategic partner.
As a discretionary fund manager in the later life market, CGWM provides an experienced source of expertise for SOLLA’s specialist later life advisers looking to use this service as part of their clients’ financial planning.
SOLLA is a not-for-profit organisation founded in 2008 to help older people and their families find trusted accredited financial advisers specialise in later life lending.
Head of intermediaries business development at CGWM, Lee McDowell, said: “We are delighted to be joining SOLLA as a strategic partner, supporting the organisation’s achievements in raising standards in the expanding later life investment sector.
“SOLLA is making a real difference in this industry, and we are proud to be working with them to help financial advisers provide their older clients with the best possible service. Their endorsement in us as a strategic partner gives us confidence that they trust us to provide the best results for older clients.”
Founder and joint chair of SOLLA, Tish Hanifan, added: “Older people and their families are at the heart of our not-for-profit consumer facing organisation and so it is vitally important that we only work alongside organisations that share our vision of putting good outcomes at the heart of their client experience.
“Discretionary fund management is an important part of the financial planning for many older people and their families. Our strategic partnership with CGWM will provide a trusted, knowledgeable source of expertise for our adviser members who wish to use this service as part of their financial planning for their clients.”
Latest News
-
House price growth slows to 3% – ONS
-
Inflation remains unchanged at 3.8% in September
-
£8.8bn worth of BTL loans advanced in Q2
-
Quilter reports third successive quarter of £2bn+ inflows
-
IHT receipts total £4.39bn in six months to September
-
Younger advisers more likely to work with new clients, study finds
NEW BUILD IN FOCUS - NEW EPISODE OF THE MORTGAGE INSIDER PODCAST, OUT NOW
Figures from the National House-Building Council saw Q1 2025 register a 36% increase in new homes built across the UK compared with the same period last year, representing a striking development for the first-time buyer market. But with the higher cost of building, ongoing planning challenges and new and changing regulations, how sustainable is this growth? And what does it mean for brokers?
The role of the bridging market and technology usage in the industry
Content editor, Dan McGrath, sat down with chief operating officer at Black & White Bridging, Damien Druce, and head of development finance at Empire Global Finance, Pete Williams, to explore the role of the bridging sector, the role of AI across the industry and how the property market has fared in the Labour Government’s first year in office.
Does the North-South divide still exist in the UK housing market?
What do the most expensive parts of the country reveal about shifting demand? And why is the Manchester housing market now outperforming many southern counterparts?
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance, to explore how regional trends are redefining the UK housing, mortgage and buy-to-let markets.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance, to explore how regional trends are redefining the UK housing, mortgage and buy-to-let markets.
The new episode of The Mortgage Insider podcast, out now
Regional housing markets now matter more than ever. While London and the Southeast still tend to dominate the headlines from a house price and affordability perspective, much of the growth in rental yields and buyer demand is coming from other parts of the UK.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
© 2019 Perspective Publishing Privacy & Cookies
Recent Stories