David Summers, Burfields House Wealth Management Ltd

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Burfields House Wealth Management Ltd
Member of the Ashford BoB Club
Burfields House Wealth Management Ltd Care Fees Advisor
Burfields House
The Plain
TN17 1AE
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

Business Description

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.