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.”

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