Graham Clelland: A Trusted Name in Later Life Financial Advice featured in Retirement News.

Graham Clelland: A Trusted Name in Later Life Financial Advice

At My Later Life, we’re always thrilled to see our team members getting the recognition they deserve, and our very own Graham Clelland is no exception! With years of experience under his belt, Graham was recently invited to share his wisdom in Retirement News on a hot topic: How Do You Counsel a Client Through a Major Financial Decision?

Let’s be honest—big financial choices can be daunting, especially in later life. That’s where Graham shines. At 66 years young, he’s not just a financial expert; he’s someone who truly understands what retirees are going through. His ability to offer tailored, down-to-earth advice makes him a go-to expert in the later-life mortgage and equity release world.

Making Sense of Big Financial Decisions
In his response, Graham hit on a crucial point: financial planning isn’t just about crunching numbers—it’s about balancing financial security with personal goals and peace of mind. Here’s what he focuses on:

Personalised Advice: No cookie-cutter solutions here! Graham believes every client’s situation is unique, and his recommendations reflect that.
Finding the Right Balance A good retirement plan isn’t just about playing it safe; it’s about making smart choices that support your lifestyle.
Rolling With Life’s Changes Retirement isn’t always a straight path. Graham helps clients adjust their plans as life evolves.
More Than Just Money: Finances can be emotional, and Graham gets that. He ensures clients feel comfortable and confident in their decisions.
A Straightforward, No-Nonsense Approach
Graham’s philosophy—and really, the heart of My Later Life—is all about honesty, clarity, and putting clients first. He believes equity release, when done right, can be a fantastic tool for later-life financial freedom. His commitment to transparency ensures clients understand their options inside and out before making a decision.

We couldn’t be prouder to see Graham recognised as a leading voice in the industry! His experience, insight, and genuine care for his clients make him an invaluable part of My Later Life and the broader financial community.

Want to check out Graham’s full article? You can read it here: Retirement News: How Do You Counsel a Client Through a Major Financial Decision?

Thinking about your own retirement options? Whether it’s equity release, later-life mortgages, or just some friendly advice, My Later Life is here to help. Reach out—we’d love to chat!

Looking for expert advice tailored to your unique retirement needs? Get in touch with My Later Life today to explore how we can help secure your financial future with confidence.