Long-term care
Planning for your later-life care needs now can prevent you and your family from facing uncertainty and doubt at the worst possible time, and we can support you every step of the way.
A comfortable later life
The costs of long-term care can quickly add up, but this shouldn’t stop you from living life to the fullest in the meantime. With careful financial planning that takes into account your wishes and not just your wealth, you can gain the confidence to make the right decisions.
What will your likely care needs be?
Health issues and future changes in circumstances could affect your care requirements, so it’s wise to consider these now. If you’d like help understanding the financial implications, our friendly experts are on hand to give you the support you need.
How do you plan to fund your care?
If you haven’t yet considered the costs of your later-life care and how you’ll pay for them, now’s the time. Our team includes accredited later-life specialists who can provide jargon-free explanations of your options and address all your concerns.
Which of your assets could be used?
You may be able to put money aside for your care needs by selling your home or investments, but you should seek professional financial advice before making any decisions. Spending time with our experts now could save you stress and worry later.
Do you have enough to cover costs?
A proper financial plan, like the ones our experts prepare for clients just like you every day, gives you a clear overview of your current circumstances. Speak to us today, and we’ll provide clarity about your wealth and how it could fund your care.
Is your money working hard enough?
If you’re intending to use pension funds or investments to pay for care needs, you owe it to yourself to ensure you’re getting the best possible returns. With our help, you can properly review your portfolio and make any changes needed to improve it.
Do you have all your affairs in order?
As you start to think about your long-term care, don’t ignore the importance of having the correct legal documents in place. Our long-standing relationships with third-party experts mean we can help you record all your care wishes correctly.
Here’s what else we can help with…
Planning retirement
Already retired
Passing on wealth
How we work
Sorting out your finances is complicated enough as it is, so when you work with us, you’ll follow a simple, straightforward five-step process.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
