From its establishment in 2010, Later Life Matters has continued to grow and develop to ensure that we can provide access to expertise across the breadth of independent financial and estate planning, wealth and investment advice for all ages, including individual and business clients.
We provide a holistic approach to financial planning, taking the time to listen and understand our clients’ individual circumstances and aspirations. This enables us to build long-lasting relationships; providing ongoing support to help clients achieve their goals and ensuring their financial planning evolves with them.
Our clients are central to everything we do and are passionate about giving clients the guidance and advice they need in order to make informed decisions. We act with the utmost integrity and our clients can rely on us to provide professional advice; always acting in their best interests.
