Long-Term Care

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.

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.