Canaccord Genuity Wealth Management (CGWM) has signed an agreement to become a strategic partner of Society of Later Life Advisers (SOLLA).
SOLLA is a not-for-profit organisation founded in 2008 to help older people and their families find trusted accredited financial advisers who specialise in the financial needs of those in later life.
As an discretionary fund manager in the later life market, CGWM provides an “experienced and knowledgeable source of expertise” for SOLLA’s specialist later life advisers looking to use this service as part of their clients’ financial planning.
Lee McDowell, head of intermediaries business development at CGWM, said: “We are delighted to be joining SOLLA as a strategic partner, supporting the organsiation’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.”
Tish Hanifan, founder and joint chair of SOLLA, added: “Older people and their families are at the heart of our NFP 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.”
