Later Life Retirement Planning

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Later Life Retirement Planning

Sam Wickham (DipFA, CeMAP, CeRER, CeFAP, CertRBCB) No question is too trivial, and I am dedicated to giving you the time you need to discuss your concerns.

I am Sam Wickham, a highly qualified independent Equity Release Advisor holding credentials including DipFA, CertRBCB, CeMAP, CeRER, and CeFAP. With a career spanning nearly two decades in Financial Services since 2006, I bring extensive expertise in almost every area of the industry. My focus shifted to specialising in Equity Release and Lifetime Mortgages in 2013, and since then, I've provided p

ersonalised independent financial advice to thousands of clients. I assist them in achieving diverse goals, including enhancing retirement, financing holidays, undertaking home improvements, debt repayment, early inheritance for children, or simply acquiring a new car. Recognised for my reputation as a well-qualified, experienced, honest, and ethical financial services professional, I prioritise delivering advice tailored to each client's needs. My dedication has been acknowledged with prestigious awards, including Runner Up Advisor of the Year at the 2018 British Mortgage Awards and Runner Up Advisor of the Year at both the 2022 and 2023 Equity Release Awards. Whether you're exploring Equity Release, seeking a casual discussion, or requiring comprehensive financial advice on the best path forward, I'm here for you. I am committed to providing information without obligation, ensuring you receive the guidance that suits your unique situation. My objective is to advise, not to sell a product. Feel free to reach out by calling 07545 059188 or emailing me at [email protected]. Let's have a conversation about your options and work together to determine if an Equity Release option is the right solution for you.

24/02/2026

🟣 What would happen if someone needed to make decisions on your behalf tomorrow?

It’s not something any of us like to think about — but if illness or an accident meant you were unable to make your own decisions, who would step in?

Without a Lasting Power of Attorney (LPA) in place, even your closest family members cannot automatically:

❌ Access your bank accounts
❌ Manage your bills
❌ Make decisions about your care
❌ Speak to medical professionals on your behalf
❌ Handle your property or finances

Instead, your loved ones could be forced to apply through the Court of Protection — a process that is often costly, time-consuming, and stressful at an already difficult time.

An LPA allows you to:

✔ Choose someone you trust
✔ Make decisions in advance
✔ Protect your home and finances
✔ Ensure your wishes are followed

At Later Life Estate Planning (LLEP), our LSBA-accredited Estate Planning Specialist, Emma Littlewood, handles everything from start to finish — making the process simple and straightforward.

📩 Message us today for a free, no-obligation chat and take control of tomorrow, today.

11/12/2025

A lovely team meal out this evening, hosted by one of legal partners, in the run up to Christmas. 🎄🎅🏼☺️

10/11/2025

🎉 We’ve made the final! 🎉

I’m really proud to share that Later Life Retirement Planning has been shortlisted for Best Firm (6–19 Advisors) at this year’s British Later Life Lending Awards 🏆

Last year, we were fortunate enough to win in the ‘5 and under’ category — and to now be finalists again, in a bigger category, feels like a real milestone for us.

It’s been a year of huge growth and, if I’m honest, plenty of challenges along the way — from navigating change at network level to continuing to grow the team and push standards even higher. But through it all, the team’s commitment, resilience, and absolute belief in what we do has never wavered.

We’re in great company alongside Access Equity Release and Viva Retirement Solutions — both fantastic firms that we have a huge amount of respect for. Every one of the finalists would be a deserving winner, so it’ll be a tough call on the night!

Joining a new network has also enabled us to broaden our offering — now including secured loans, standard mortgages, and buy-to-let lending — meaning we can support even more clients with joined-up, whole-of-market solutions.

And as we look ahead to 2026, we’ve been quietly building something new behind the scenes — the launch of our Estate Planning arm, designed to support both our clients....and....the wider industry. More details coming soon… 👀

Regardless of the result, I couldn’t be prouder of how far we’ve come — and I just want to say a huge thank you to our incredible team, our clients, our lender partners, and our panel solicitors for the continued trust, effort, and belief that got us here. 🙏💙

23/05/2025

We’ve been a little quiet on social media recently — but only because we’ve been flat out doing what we love: supporting clients and delivering award-winning advice (a nice problem to have!).

Since being named Best Small Later Life Advisory Firm at the British Later Life Lending Awards earlier this year, it’s been non-stop — and we’re incredibly proud of the feedback we continue to receive.

Here are just a few of our recent 5-star reviews. Thank you to every client who puts their trust in us.

31/01/2025

We did it! 🎉

I’m absolutely thrilled to share that Later Life Retirement Planning has won “Best Later Life Advisor - 5 Advisors and Under” at the Mortgage Solutions British Later Life Lending Awards! 🏆

This award means so much to me and the entire team. It’s a testament to the dedication, expertise, and passion we put into helping our clients navigate the world of later life lending. Every case we handle is about more than just financial advice - it’s about securing a better future for our clients, delivering the right outcomes, and offering a personal and tailored service - and I couldn’t be prouder of what we’ve achieved.

A huge THANK YOU to everyone who has supported us - our incredible clients, business partners, and, of course, our hardworking team. 🙌

Here’s to continuing to raise the bar in later life lending! 🚀

🏅

31/12/2024

Wishing You a Happy and Prosperous New Year from Later Life Retirement Planning! 🎉

As we welcome 2025, we want to express our heartfelt thanks to our clients, colleagues, and friends for your continued support and trust.

Here’s to a year filled with success, happiness, and new opportunities. Let’s make it a fantastic year together! 🌟

– The Team at Later Life Retirement Planning 💼

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07/11/2024

🌟 Giving Back to Our Community 🌟

At Later Life Retirement Planning, we believe in supporting not only our clients but also the broader community around us. Over the past few months, we’ve been fortunate to contribute to several charities that make a real difference in people’s lives.

We’re proud to support incredible organisations like Motor Neurone Disease (MND) Association, Cancer Research UK (CRUK), Diabetes UK, Air Ambulances UK, and Alzheimer's Society.

Each of these charities provides vital support and services to those facing life’s toughest challenges, and we’re honored to play a small part in their missions.
A heartfelt thank you to everyone involved and to the incredible charities that work tirelessly to support those in need. We’re excited to continue making a difference together.

09/10/2024

🚀 We are delighted to announce an exciting new addition to the Later Life Retirement Planning team! 🚀

Please join us in welcoming Lauren Baldock. With nearly two decades of expertise in Financial Services, Lauren is renowned for her exceptional knowledge and commitment to delivering outstanding client care. She’s widely regarded as one of the best female advisors in the industry, and we couldn’t be more excited to have her on board.

Lauren’s wealth of experience and passion for helping clients navigate the complexities of Later Life Lending, her deep understanding of the financial landscape and her dedication to empowering clients aligns perfectly with our mission to provide tailored and trusted advice.

We look forward to the incredible value Lauren will bring to our clients and to our firm.

Welcome to the team, Lauren! 💼🎉

21/09/2024

🌟 The Big Reveal – Our Office Renovations Are Complete! 🌟

After months of planning, we're thrilled to finally share the big reveal of our newly renovated office space at Later Life Retirement Planning! 🎉

We've transformed our workspace into something truly special, making it a more inspiring and productive environment for our team and guests.
Swipe through the before and after photos to see the amazing transformation! 👇

Whether you're a client, partner, or friend of the business, we can't wait to welcome you into our fresh new space. Pop by and say hello – we’d love to give you a tour - and get a photo of you on our LLRP Motorbike! 🏍️

A big thank you to all involved who have helped us throughout the last 6 months, and all our supporters and visitors so far.

"The longest journey begins with a single footstep"

Address

Leeds

Telephone

+447545059188

Website

http://www.laterliferetirementplanning.co.uk/, http://www.llrp.co.uk/

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