Veronica Mann

Veronica is qualified as both a Chartered and a Certified Financial Planner. This makes her one of the best qualified financial advisers in the country – a fact we think that speaks for itself. In addition she is also an accredited member of the Society of Later Life Advisers (SOLLA), an organisation dedicated to helping older adults navigate financial planning for later life.

Planning for Peace of Mind
Keeping a keen eye and a firm grasp of what’s going on in your world, money-wise, is only sensible, but that’s often easier said than done. Working with me can give you confidence in your financial arrangements and a clear idea of what you can do and what you shouldn’t do.

We all deserve a future filled with health, happiness, and security. Whether you’re planning ahead or facing new realities, let’s build a financial strategy that lets you move forward with confidence.

Here’s how I can help:

Pensions & Retirement Planning – Ensuring you’re set up for financial comfort in retirement
Funding for Care Costs – Protecting your resources to cover essential care
Cash Flow Planning – So you have peace of mind about meeting future expenses
Protecting Your Estate – Including planning for inheritance tax
Equity Release – Exploring options to access property value when needed

There may have been some major changes in your life. Events such as bereavement, divorce, the illness of a partner or the need for later life care, can mean at a time of major stress and distress, you are having to deal with financial planning and/or budgeting, which you may not have dealt with before and you’re not confident you’re doing it well. I listen to your concerns and show you how to organise your finances so you can live the life you want in confidence.

Later Life
Veronica’s involvement with SOLLA, shows her experience to go beyond standard financial advice: allowing her to support you with empathy, knowledge and understanding, to give you peace of mind for the future.

Veronica recognises that planning for care fees can be a complex and emotional process, and often a difficult discussion. However, the earlier these plans are considered, the more options there are to put secure arrangements in place when they’re needed.

Let’s start with a conversation.

“If any of the above, or other lifetime financial planning issues are worrying you, I can offer a helping hand, a listening ear, many years of experience and a 3-step plan to clarify your options and give you confidence in your financial future. An important objective is to know that you will not outlive your money”.