Care Fees Planning

You and your family deserve the best possible financial advice.

Service you can trust

We are proud to be accredited members of SOLLA, the Society Of Later Life Advisers.

SOLLA was established to bring together some of the best and most caring advisers from across the whole of the United Kingdom to form unified, national professional bodies.

We are very much a family company formed on an overriding foundation of traditional values and the real wish to help people at what can be a difficult and emotional time.

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What that means

The emphasis of all members is on respect and care. Our fundamental objective is enabling people to choose where they are cared for, with the peace of mind that they will be able to meet rising care costs indefinitely.

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

We have dedicated care fees planning experience, the required knowledge levels and the appropriate qualifications. What's more, we recognise the emotion associated with placing a family member in a care home.

As members we:

  • Hold a recognised long term care qualification.

  • Offer personal face-to-face meetings and will carry the cost of those meetings.

  • Will follow a printed Code of Practice & Conduct and present you with a Customer Charter.

  • Have undergone a current Criminal Records Bureau check.

Care to suit you

We appreciate that different people will have differing needs and objectives, meaning that the solution for each family will also differ. Whatever the situation, with careful planning, current or future care requirements can be met and achieved with peace of mind.