I am looking for introductions to Care Home owners or managers who would like to offer a financial review service to their existing residents and
As an accredited member of the Society of Later Life Advisers I specialise in the rules surrounding the payment of Care Fees, available allowances and eligibility for support from the Local Authority. I can help families who have a loved one in the Care system whether or not they are receiving their Care in a Home or in their own
Use me to check your entitlement when someone first enters the Care system and then use me to plan how the Care will be paid for using the assets of the person in Care. Our first priority must be to protect the interests of the person in Care but this can be done in ways which relieve the family of unnecessary stress and which can ring fence the cost of Care leaving an Inheritance for the family. This desire to leave an Inheritance is very strong among people like us who have worked all of our lives and do not want to see those savings used up to pay for Care at the end of Life.
Accreditations & Qualifications
Chartered Financial Planner through the Chartered Insurance Institute
Senior Partner with St. James's Place Wealth Management Ltd
Accredited adviser with the Society of Later Life Advisers SOLLA
Member of Symponia An organisation bringing professionals from several different fields together through their common interest in working with older clients and specifically those within the Care system or about to enter it.