Care fees planning

If you’re considering putting plans in place for care fees, we can discuss your current financial situation, explain your options and discuss the right plan for you that will provide peace of mind.

How we’ll work together

Financial matters are always so unique to every individual, so we like to initially meet in person so we can get to know you. We’ll discuss your current financial situation (reviewing any existing policies you may have) along with your aims and ambitions.

Following our meeting you’ll receive a report detailing everything we’ve discussed, including our recommendations. Once we’ve agreed on a course of action, we’ll implement the plan by preparing any applications forms and meeting with to complete them.

We can provide ongoing advice if both parties feel this is necessary.