About us

Professional advice with a focus on simplicity.

What we do

CARE TO SUIT YOUR NEEDS

We specialise in Care funding and Financial Planning. We will help you to choose where you are cared for and give you the peace of mind that you can meet the rising costs, whether you need care now or in the future.

Services

We offer a wide range of specialist services including:

  • Moving to the house of your dreams

  • Getting the most from your hard earned savings

  • Ensuring your retirement is as fruitful as possible

  • Safeguarding you and your loves ones’ standard of living in case of unexpected events

  • Making sure the right money goes to the right people at the right time should you or your parents die early

We believe in building long-term relationships with clients. So if any of your needs change, we’ll be there to guide you.

How we do it

A breath of fresh air

Finance can be complex. We consider it our role to ‘boil down’ the process, offering you uncomplicated information with clear choices at every turn. Nothing will be lost to translation.

Family-led

We know how difficult and emotional this time can be. You’ll be supported by our personal experience and strong family values.

A track-record you can trust

We’re proud members of SOLLA, the Society Of Later Life Advisers. Find out why that’s so important to us.

Who we are

 
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Nick Truss

Nick has worked in Financial Services for over 30 years, advising clients about wealth management, pensions and investments. Nick set up his Specialist Care Fees Planning Practice 8 years ago to provide help, information and advice to families regarding care costs and any potential support with funding.

Nick is an Accredited member of SOLLA.

 
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Mark Barnett

Mark originally trained as an accountant, working in finance before joining Nick to specialise in care fee planning advice. An Accredited member of SOLLA, he is passionate about ensuring that families have access to all the financial options available to them.

Suzie Brooker

Suzie is our Practice Manager who looks after us all and our clients and keeps all the integral processes running smoothly.

Good to know

RESPECT, CARE, PEACE OF MIND

Care planning deserves dedicated experience, appropriate qualifications and compassion. Find out what our SOLLA membership says about us.

PRIVACY and CONFIDENTIALITY

Please follow this link for details of our GDPR Privacy Notice.

So, how can we help?

Care fees planning

We’ll help you to prepare whether care is needed now, or at an unknown time in the future. Find out more.

Financial planning

Guidance in wealth management, wealth protection and mortgages. Find out more about our financial planning services.