Tuesday 2 April, 2024
Long Term Care can be an emotional topic
Your local financial adviser is available to provide independent advice and support to help you to understand your later life choices.
Book a long-term care reviewWhy plan for
long-term care
Our advisers offer independent financial advice to pay for long-term care for you or an elderly parent. We act for individuals or attorneys. It’s worth seeking financial advice to understand how best to fund long-term care. We use cash-flow planning to review the available solutions so you can always pay care home fees.
How to pay
long-term care costs
Our advisers plan for worst-case scenarios, by annually reviewing and rebalancing your financial plan, so you don’t worry about funding care costs. We may recommend purchasing a Care Fees Plan (an annuity paid direct to a care home), tax efficient investments including ISAs, purchasing investment bonds to provide tax-deferred income, and retaining appropriate levels of cash.
Why choose us
to advise on long-term care?
Being independent, we have no bias to any providers and always act in your best interests. We are experienced in working with potentially vulnerable people. In 2021, we won the Best Adviser firm for Vulnerable Client Care at the National Professional Adviser Awards. We make understanding dementia a company priority and have a trained Dementia Friend in most of our offices.
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Monday 11 March, 2024 -
Monday 11 March, 2024 -
Wednesday 21 February, 2024 -
Monday 12 February, 2024Understanding Investments: Cash, Investments and Long-Term Planning
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Friday 2 February, 2024Make use of tax allowances and contribute to your pension before April 6th
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Tuesday 16 January, 2024 -
Thursday 11 January, 2024 -
Tuesday 2 January, 2024Investment ISA's could form part of your New Year financial planning
Meet your local
long-term care experts
Our experienced long-term care advisers deliver high quality independent financial advice both now and in later life, from accessible local offices. We are also able to visit customers and their family at their homes. As we are not biased towards any provider, our cost-effective long-term care advice puts your financial interests first. We offer holistic financial advice based on our core values of integrity, reliability and value for money.
Need Long-Term Care advice?
If you would like a free initial review of your Long-Term Care options complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware or Chippenham office.
