Later-life care
Peace of mind
For later years
Life can get more complicated as we get older, and our needs inevitably change. Provision for our later lives and the funding of care is a significant cause of worry for many people, whether it is for us personally or for older relations. We can help reduce the burden and give your family reassurance for the future.
Adrian is accredited by the Society of Later Life Advisers (SOLLA) and recognised by the Personal Finance Society (PFS) as a Later Life Advice Specialist. This means he has the necessary professional qualifications and has met the criteria for offering both practical and emotional guidance to help those in need.
With sensitivity and care, we can work with you and your family to ensure that whatever life holds, you have a financial plan to take you through it.
How
We help you
Funding the cost of care
We will provide an independent analysis of the options available to you and advise on the best ways to finance the cost of care provision, be it an immediate needs annuity or equity release.
Family-focused planning
By including your loved ones in the planning process, you can be confident that everyone has a full understanding of the options, and that you collectively make informed decisions.
Estate planning
Through effective estate planning, we can ensure your wealth is not only transferred to the right hands but also that any taxes payable on your estate are minimised.
Peace of mind
We will be here to give you the confidence and peace of mind to know that your later-life arrangements are taken care of, without negatively impacting your financial situation.
Our
Clients' stories
Don’t just take our word for it. Hear how we’ve made an impact on the lives of other people like you.
