On Thursday, 24th January 2019, Emma Gray, an Associate Solicitor at Everys, and Ian Evans, Head of Later Life Advice at Five Ways Financial Planning, organised the first ever national joint Solicitors for the Elderly (SFE) and Society of Later Life Advisers (SOLLA) event.  The networking morning was held at Exeter Race Course and was attended by over 50 lawyers and financial advisers from all over the South West.

Emma Gray, who is also the Regional Co-ordinator for the Devon and Cornwall region of SFE, said: “It was very exciting and rewarding organising the event, especially as it was the first one of its kind.  The day was very informative with excellent presentations from our guest speakers.  The partnership between SFE and SOLLA is a perfect fit and Ian and I are already planning the next South West joint event for later this year.”

Both SFE and SOLLA are pleased with the collaboration. Tish Hanifan, Founder and Joint Chair of the Society of Later Life Advisers, commented: “I’m delighted to see that both organisations have come together to consider important aspects of Later life advice.

This kind of collaborative approach can only ever be in the best interests of clients who will benefit from an integrated approach to both the legal and financial aspects of Later life decisions.”

The speakers were:

  • Dr Laura Palmer of South West Brain Bank who discussed their research in helping to find a cure for Dementia and Alzheimer’s;
  • Aly Dickinson, a death doula from Living Well Dying Well, who spoke of her work in helping people at the end of their lives in order to ensure, as far as possible, that they die in the way they want;
  • Emma Gray from SFE who gave a background to SFE, how to become a member and a number of case studies of scenarios where lawyers and financial advisers can work together better in the best interests of their clients; and
  • Ian Evans from SOLLA who covered the intricacies of how to become a SOLLA member and the benefits of financial advisers working with lawyers.

For more information regarding the Devon & Cornwall Branch of SFE please contact Emma Gray on 01404 540941 or emma.gray@everys.co.uk, and for more information on SOLLA Bristol & Somerset Regional Group please contact Ian Evans on I.Evans@fivewaysfp.co.uk or 01934 511511. For all other SOLLA enquiries please contact admin@societyoflaterlifeadvisers.co.uk