Get in touch for forward-thinking, impartial advice
Got something on your mind? We’ll be happy to listen and give you our thoughts.
No one looks forward to planning for later life care, either for themselves or those close to them. But it’s something we all need to address at some point, and the sooner, the better. With the right financial advice, you and your loved ones will be able to maintain their comfort, independence and dignity in old age.
While help from the state is available for extra care in later life, it is limited, the application process is complex and not everyone is eligible. For many people, staying in their own home is a high priority, and our independent, chartered financial advisers can help you look at ways to release equity and make best use of your wealth, while protecting your estate for your dependents.
You’ll get tailored advice relevant to you and your anticipated future needs, looking at the following and more:
Our grounding in accountancy and financial systems gives us an edge when it comes to spotting opportunities and helping you to define your financial goals. Our combined tax and financial planning service can help you make the most of the tax advantages available on your assets, while at the same time providing you with the income you need.
Our specialists in later life planning will help you find an appropriate solution designed to provide an income to cover ongoing care costs, and where possible, protect your capital.
Call the team on 0330 058 6559, email firstname.lastname@example.org or click below to get in touch via the Contact page to arrange an initial discussion and a no-obligation quote.Plan for later life
The first stage always involves sitting down with clients to identify where they are currently positioned financially and define their ambitions and priorities for later life.
With your needs, aims and priorities in mind, we work out the steps you need to take to achieve them, laying out the plan in detail so you understand our reasoning.
With your agreement, we’ll get everything we’ve discussed up and running with minimal delays, so your money can start working and be there for you when you need it.
Priorities and markets can change over time. We’ll set dates for reviewing your plan to make sure it’s still on track to support you in later life, and make adjustments where needed.
The Independent Financial Advice Services referred to on this website are provided by Scrutton Bland Financial Services Limited (company number 01288848). Scrutton Bland Financial Services Limited is authorised and regulated by the Financial Conduct Authority. The FCA registered number is 209451.
Please note that Scrutton Bland Financial Services Limited is not a member of the Scrutton Bland Group and is owned by Emery (IFA) Ltd whose registered office is 5 Kings Court, Newcomen Way, Severalls Industrial Park, Colchester, England, CO4 9RA. The ultimate controlling party of Scrutton Bland Financial Services Ltd is Socium Group Holdings Ltd whose registered office is Level 13, 20, Primrose Street, London, England, EC2A 2EW.
An exclusive introducer arrangement exists between Scrutton Bland LLP and Scrutton Bland Financial Services Ltd whereby all enquiries in respect of financial planning advice received by Scrutton Bland LLP are passed to Scrutton Bland Financial Services Ltd. At the present time no commission is receivable by Scrutton Bland LLP in respect of these arrangements.