Society Of Later Life Advisers (SOLLA) helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. Barra is the regional coordinator for SOLLA in Northern Ireland.




2-_tick-jpgThe Retirement Standard is for qualified pensions advisers who have chosen to meet an independent standard beyond regulatory requirements. The aim of the Retirement Advice Standard is to ensure that people are better informed about the financial issues in retirement.




2-_tick-jpgChartered Financial Planner Is a measure of technical competence which demonstrates an adviser at the forefront of their profession. As a Chartered body of more than a century’s standing, the Chartered Insurance Institute grants Chartered titles to individuals and organisations that meet strict qualifying criteria.




2-_tick-jpgFellowship is the highest qualification attainable with the Personal Finance Society requiring years of study and exams, with ongoing professional development to ensure current knowledge and expertise. By achieving the Chartered status, a planner will have already demonstrated a high level of commitment, but the Fellowship shows that commitment taken one step further. Acquiring the FPFS designation further demonstrates that knowledge, experience and professionalism to the world.




2-_tick-jpgFinancial and Legal Skills Partnership (FLSP) is a strategic, independent, employer-led organisation which aims to enhance professionalism and talent for finance, accountancy and financial services across the UK. It acts as a link between industry, government and education.




2-_tick-jpgFinancial Vulnerability Taskforce is a newly created independent representative body covering the Personal Finance Sector whose ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.




2-_tick-jpgThe Initiative for Financial Wellbeing is for members of the financial advice, financial planning and financial coaching community who want to improve their client’s financial wellbeing by helping them become happier and more fulfilled, not just wealthier.




2-_tick-jpgEuropean Financial Planner (EFP)

European Financial Planning Association is one of the largest and most respected professional licensing, standard setting and certification bodies for financial advisers in Europe and was the first European financial standards association created to increase professionalism in the European financial services sector. EFPA UK is represented by the Personal Finance Society

Holders of EFP designations are aligned and recognised through the equivalent European financial planning standards, which are fully, or part accredited by the main European regulators.