We are delighted to announce that we are now a Dementia Focussed Financial Adviser Firm.
For the past six months, our staff have been working very hard alongside local organisation Snowdrops Associates, and Dementia Friends, looking at what we can do when a client is diagnosed with dementia, or if we are approached by a potential client who has an existing diagnosis.
We’ve also been working alongside a local firm of solicitors to look at how we can take a more in depth approach in order to protect the client as well as their assets.
One lesson we have learned throughout all of this is that a person diagnosed with dementia, is still a person, and should be treated as such.
We will be posting lots of helpful information on our social media in the coming weeks, and have also produced two helpful Factsheets in conjunction with our friends at snowdrops associates. These leaflets can be found in the document library section of our website.
please don’t hesitate to get in touch if you have any questions, we are always happy to help.
Snowdrops Associates said:
"We recently had the opportunity to work with Advice for Life Financial Planning in Dumfries.
The Advice for Life team were keen to find out more about supporting people with dementia and how to incorporate this into the service they provide.
It was so refreshing to engage with a forward thinking, motivated organisation who are looking to the future and are working towards providing dementia focussed financial planning and advice".
For more information on snowdrops associates, visit their website