Finance: Later Life

Clarity Wealth Management LLP

Martin Turbin

With over three decades of experience as a Chartered Financial & Planner and Independent Financial Adviser, I’ve dedicated my career to helping clients achieve their financial and lifestyle goals. I pride myself on guiding individuals towards financial freedom and a purposeful life in retirement.

Authorship: I penned the popular financial planning book, ‘One Day is Now’, leveraging my expertise to distil complex financial concepts into actionable strategies for readers.

Client-Centric Approach: I believe in a holistic approach beyond numbers. I engage clients in a collaborative journey, mapping their goals, crafting financial plans, designing tax efficient investment strategies, and implementing estate planning.

Mission: My commitment is to ensure my clients never run short of financial resources. I specialise in minimising inheritance tax, protecting estates from threats like divorce and care fees, and nurturing long-term financial security.

Well-being: I care about the well-being of my clients. I encourage them to relish the fruits of their labour, recommending a balanced approach of enjoyment of wealth alongside prudent investment.

Referrals and Testimonials: I am grateful for the trust and appreciation of my clients, many of whom have graciously referred me based on my expertise, integrity, and empathetic approach.

  • Company: Clarity Wealth Management LLP
  • Member Since: November 2023
  • 28 Pound Lane, Bowers Gifford, Basildon, Essex SS13 2HF
  • Region: Devon
  • Ask me about my additional qualifications

Atomos Financial Planning Limited

Edward Kimpton

Born and schooled in Birmingham, Edward joined the financial services industry in 1983 with The Prudential, becoming their youngest qualified representative two years later at the age of 19.

Edward is a general practitioner qualified to Chartered level, specialising in the fields of pensions, equity release, long term care, taxation and trusts. He also specialises in the provision of ongoing advice to the retired and elderly; having completed an accredited program with The Later Life Academy and consequently works with a large number of legal firms across the West Midlands.

  • Company: Atomos Financial Planning Limited
  • Member Since: November 2023
  • 11 Chenevare Mews, Stourbridge, Staffordshire DY7 6HB
  • Solla Member

Heritage Estate Planning

Ally Ilott

With over 25 years of expertise in law and financial planning, Heritage Estate Planning offers friendly, professional advice that provides complete assurance and peace of mind.

  • Company: Heritage Estate Planning
  • Member Since: October 2023
  • Suite 47, Venture West, Greenham Business Park, Thatcham, Berkshire RG19 6HX

Lucent Financial Planning Limited

Steve Rowe

Lucent Financial Planning are ‘Inspiring Advisers Lifestyle Financial Planner of the Year 2023

We believe that money is a means to an end, not an end in itself. That’s why we help you use your money to enhance your lifestyle options and make your later years as comfortable as possible. We know that you care about your loved ones and want to leave them a legacy, but we also know that they care about you and want you to enjoy your life. That’s why we help you balance these objectives, so that you can receive the best care and comfort, while also knowing how much your children may inherit from you.

We are able to help with managing care costs and structuring pensions, investments and savings to give the most tax efficient returns to achieve the above.

  • Company: Lucent Financial Planning Limited
  • Member Since: October 2023
  • 1b The Exchange, 20a Poplar Road, Solihull B91 3AB

Trinity Norfolk Limited

Angus McCrum

Angus started his career in financial services as stockbroker and financial adviser with a large reputable company in the UK. Passionate about people, he progressed into later life advice and advising mature clients.

Over the last 7 years, Angus has developed an affinity for dealing with mature clients and understands their concerns and needs.  He has specialist qualifications in long term care and advanced pension planning enabling him to provide later Life Care planning with additional advice on investments, pensions, inheritance tax and estate planning where required.
Meeting with all his clients face-to-face, Angus is able to build a caring, professional and trusted relationship. Through personal experience, Angus recognises the need for empathy and understanding when providing advice in this area.

A client recently commented, ‘With our limited experience, Angus patiently helped us with what seemed a daunting situation. We needed support and he gave us the peace of mind we were looking for through the process – and we are not disappointed.”

Angus is married with 3 children, all of whom are involved in community work in Norwich.  He enjoys time with his family, as well as enjoying cycling through the countryside.

  • Company: Trinity Norfolk Limited
  • Member Since: May 2015
  • The Enterprise Centre, University Drive, University of East Anglia, Norwich, Norfolk, NR4 7TJ
  • Region: East Anglia
  • NR
  • Ask me about my additional qualifications
  • 1

St James's Place Wealth Management

Simon Lipp


I understand that when the time comes to think about care services for yourself or those close to you, it can be a very stressful process.

Speak to me and, using my specialist knowledge and vast experience, I will help you consider the important issues including:

  • Mental capacity
  • Eligibility for state benefits
  • Lasting or Enduring Powers of Attorney*
  • Funding
  • The type of care home required
  • The best location for the care home

Whether you are in need of care and are funding the care yourself, or you are arranging the care of your loved ones, I have the experience and local connections to help you prepare for this new step in your life.

  • Company: St James's Place Wealth Management
  • Member Since: February 2017
  • St. James’s Place House, 3 Queen’s Gate, Aberdeen, AB15 5YL
  • Region: Scotland
  • DD, PH, IV
  • Solla MemberAsk me about my additional qualifications