Cost of care and later life planning

Planning for your own, or the care of a loved one in later life is not something which anyone looks forward to, but by planning ahead you could reduce the worry around how you will cover the costs of care.

Help from the state is available, but it is limited and not everyone is eligible. Our team of experienced advisers can help you find solutions designed to provide an income which will cover ongoing care fees, and where possible, protect your capital. 

We understand that for many people, staying in their own home is a high priority and our independent and chartered financial advisers can help you look at ways to release equity, whilst protecting your estate for your dependants.

Identifying investment tools for the short or immediate term can be an option for some people, and we will work with you, your family members, or individuals who hold Power of Attorney to identify your financial objectives and create a practical plan to meet them.

Our combined tax and financial planning service can help you make the most of the tax advantages available, whilst at the same time providing you with the income you need.
To arrange a meeting or find out more about Financial planning, call our team on 0330 058 6559
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Services for individuals