Worcestershire based adviser Mark Oswell, who delivers 'Paying for Care' sessions as part of our Legal and Financial carer training Programme has won the The Best Intermediary for Later Life Advice award at the prestigious Health Insurance Awards for 2018, held at the Grosvenor House Hotel, on Park Lane in London.

The award has been established to recognise the growing specialism of those individuals and firms who advise in the later life sector.

“I was absolutely delighted to be named as a finalist for this respected award,” said Mark  who serves Worcestershire and the surrounding areas. “To be selected as the winner from such a high quality shortlist was particularly humbling.”

“The financial challenges in later life are ever more complex,” explained Mark. “Planning for our retirement, considering the options for taking pension benefits, mitigating our tax position, investing to provide for our family’s financial security or meeting the costs of our care needs are real issues. Seeing our approach being recognised through this award is very gratifying and also reassuring for our clients”

The award was presented by comedian Jimmy Carr and Tish Hanifan, founder and co-chair of The Society of Later Life Advisers who commented, “As a Society, we are committed to the highest standards of professionalism and excellence. Mark and the team at Later Life Asset Management have been strong supporters of our aims and objectives over many years and the recognition they have achieved through this award is thoroughly deserved.”

Mark’s firm, Later Life Asset Management  is no stranger to the spotlight having won the award previously in 2017 and this year winning the coveted Intermediary Innovation Award in recognition of the company’s successful development of advice in this specialist area.

If you would like to book onto any of the sessions that Mark runs, or any of our other Legal and Financial advice sessions then please see the links below:

Legal and Financial sessions Nov-Dec 2018

Legal and Financial sessions 2019

Caring with Confidence Broadway 

Caring with Confidence Upton

 If you would like to discuss other training options or advice about your caring role please get in touch with us on 0300 012 4272