Later Life Planning


Providing independent financial advice to people approaching their later years is a specialist skill. Not only does it require expert knowledge of the financial solutions available, it demands the ability to empathise and relate to the needs of each client.  Our specialist adviser for elderly clients is here to help.
We aim to understand and appreciate every financial matter these particular clients may face.  Jargon free we will talk your language.  For example, we actively encourage you to engage and involve your family regarding your finances, while explaining solutions in the clearest possible terms. Our specialist is qualified in areas including long-term care planning, equity release and estate planning.
If you know someone who has had to go into care, or receive care at home, you will know there is a lot of information regarding funding for care that you need to get to grips with very quickly.

This is where we come in; whether funding is granted or not. What to do with the home, investing to provide for the cost of care and having powers of attorney in place are key issues. Increasingly, clients need advice on repaying debt or improving income through Equity Release Schemes and we can help with this too.