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Finance Matters


Later Life Matters Limited is an Appointed Representative of Eversley Estate Planners Limited, which is regulated and authorised by the Financial Conduct Authority.

Eversley Estate Planners Limited are Independent Financial Advisers delivering a professional and specialised service to individuals and businesses throughout South East England and are located in the same offices as Later Life Matters.

Managing Director, Glenn Williams and his advisory team can demonstrate more than 80 years of experience in the Investment, Tax Planning, Pension, Protection and Mortgage markets. They have excellent Paraplanner support from Michelle Esmond and her Administration Team.

Adviser Peter Harry holds “Chartered Financial Planner” status; evidence of his in-depth knowledge, professionalism and highly qualified expertise. He is also able to advise on Pension Transfers and Occupational Pension Schemes as a qualified Pension Specialist.

Their combined knowledge and expertise together with administration services, supervised by Operations Manager, Louise Ling, ensures clients receive a high quality of advice, which they tell us is second to none.

Both Later Life Matters Limited and Eversley are committed to delivering outstanding customer service.  This is why our businesses have gone from strength to strength.  It can also be stated with confidence that Treating Customers Fairly is a naturally embedded part of our companies’ philosophy.

As Independent Financial Advisers, both Eversley and Later Life Matters Limited have access to all available financial planning solutions and are able to identify those that suit both our clients’ current and future needs, from the first meeting to putting a financial plan into action, and through regular review meetings for the future years.



Later Life Matters Limited is an Appointed Representative of Eversley Estate Planners Limited, which is authorised and regulated by the Financial Conduct Authority.

Eversley Estate Planners Limited is entered on the Financial Services Register (https://register.fca.org.uk) under reference 460399.

Later Life Matters Limited is entered on the Financial Services Register (https://register.fca.org.uk) under reference 580066.

The Financial Conduct Authority does not regulate Will Writing and taxation and trust advice.
The Financial Conduct Authority does not regulate loans, credit cards or some forms of mortgages, including buy to let mortgages, offshore investments or estate planning.

 

Mortgages on and Equity Released from your home will be secured against it

 
 

 
     
     
 
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