We understand it can be very confusing when you need to consider the financial implications of needing lifetime care. Dealing with the deteriorating health of an elderly loved one can take all your time and focus, but the need for financial planning has never been so vital.
Engaging us to help guide you through what can be, quite challenging financial planning, should help with your journey and give you peace of mind you will make the right decisions for your loved one.
Our full holistic service is aptly named, The Advantage™, giving our clients the edge when it comes to making the right decisions in the most timely manner.
You may not be quite ready for the full holistic service, but feel you must know your options and understand the care system. The Choice™ should help you gain confidence in your decision making.
If you or your loved one wishes to stay at home for their lifetime care, The Access™ gives you access to our Equity Release expert, who will find the best loan for your circumstances.
Don’t worry if you’re not sure which service is right for you. Give us a call and we’ll talk through your circumstances and wishes. We will make sure you get the right service for you.
When it comes to how their care is paid for, and what to do with your loved one’s wealth, you need someone you can trust, who has a focussed, effective and proven approach.
Financial planning for seniors who are starting over. As we go through life, we can face unwelcome and unexpected changes. Adapting can be a challenge as we age, as habits and familiarity have set in.
Our full holistic service. You will meet up with your Later Life Specialist who will take you through our findings on your current investments and cover all the available options for funding lifetime care fees.
Get in touch!
If you, or someone you love, needs care and you are embarking on the payment of lifetime care fees, give us a call to see if we can help with your personal financial plan.
We always take time to listen to you and understand your wishes. Whether it is you who needs the care, a family member or a friend, we are happy to spend some time establishing whether we can help.
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