Financial advisors who specialise in paying for care

Financial advisors who specialise in paying for care

Financial Advisors specialising in helping you pay for your care

We have a comprehensive database of professional financial advisors you can approach to help you determine how you can best pay for your care.  We recommend you read through their profiles and choose an advisor to have a chat with.  Many will often provide their first consultation for free.  However, we recommend that you discuss any charges when you speak to them.

Please note that UK Care Guide do not recommend any individual advisor  or organisation or take any responsibility with regards to any engagement you have with them.

If you would like to join the directory you can find more information here.

Seamus Wild – Later Life Financial Adviser, George Travis Ltd

Seamus Wild provides professional independent Financial advice, and specialises in those areas particularly relevant to individuals for ‘later life’. He works for George Travis Ltd, Chartered Financial Planners, based in Cheshire and has personally advised clients on a wide range of age-related issues for over 26 years. He is an accredited adviser with SOLLA (Society …


Cardale Financial Planning

Cardale Financial Planning are a specialist firm advising its clients on a range of financial issues. In particular, one of our specialisms is in helping with the financial planning when it comes to meeting care costs.  We have a wealth of experience in this area and would be pleased to help you as you look to …


Tony Dunne APFS, Chartered Financial Planner – Surrey, Sussex, Hampshire & Berkshire

Tony is an independent and chartered financial planner specialising in helping those in care, acting on their behalf or planning ahead to meet care fees. Providing clear advice, implementation and management of any agreed course of action, his thoughtfulness and jargon-free approach helps clients make confident choices and secure a sound financial route forward. How …


norris and fisher

David Hole – Norris and Fisher IFS LTD

David is a member of SOLLA, (Society of Later Life Advisors), an accreditation recently attained after a two year application process which was testing and challenging, so he is rightly proud of this achievement. He is also a very experienced at  providing advice to elderly clients, dealing with issues ranging from pre & post retirement, IHT …


Later Life Solutions

Later Life Solutions is an independent financial advisory service dedicated to helping people and their families to achieve total peace of mind and financial security in later life. Our team of friendly and experienced advisors specialise in a wide-range of areas including how to pay for your care, releasing equity from your home, protecting your …


Stephanie Hare – Wealth Management Consultant

I offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations. I have 24 years experience in this field, and the overall aim …


Adam Claridge – Throgmorton Associates Wealth Management Ltd

Adam has been providing clients with personal financial planning, wealth management and later life advice for over 25 years, helping individuals and their families and loved ones at different stages of life. Intergenerational planning and later life planning require a specialist approach and Adam is an accredited later life adviser through SOLLA (the society of …


Claire Connell Wealth Management – St. James’s Place Wealth Management

Claire Connell is proud to be Principal of a Partner Practice St. James’s Place. Claire works out of our Elstree Office but also maintains an Office in Southend on Sea and provides advice and support to clients in Essex. London and surrounding areas. Claire offers a wide range of high quality wealth management services to individuals …


BLM Partnership

BLM Partnership Ltd are a firm of Independent Financial Advisers based in Leeds. Our SOLLA accredited adviser, Stephen Sale, specialises in advising the elderly, and their family, in the area of providing funding for long term care costs. This is often a very complex area and our SOLLA accredited advisor will use his experience to …


David Glenn – David Glenn Financial Solutions, Partner Practice of St. James’s Place Wealth Management

Each year, thousands of people are told they have to self-fund their own long term care. Some self-funding options are quite straightforward, while others are much more complicated. A specialist care-fees adviser will help you to compare and assess all your options before deciding which one is right for you. They will also be able …


Lisa Footes – Footes Financial Planning (Covering the Midlands)

Clear financial advice, designed to realise your future freedom, independence and security, delivered by passionate, professional women within an award winning firm. Lisa Footes is a SOLLA (Society of Later Life Advisors) accredited adviser who can help you adapt to your changing needs in later life. More about Footes Financial Planning At Footes Financial Planning, …


Lorreine Kennedy & Brian Tabor- Carematters Financial Planning

Carematters Financial Planning are Chartered Financial Planners and an Associate Partner Practice of St. James’s Place Wealth Management who specialise in providing advice to later life clients.   Although holistic in their approach, their main field of expertise is in advising families on Care Fee funding . Brian and Lorreine created Carematters Financial Planning as a result …


Bill Hofstetter– Inspirational Financial Management

There are many options for funding long-term care and they can often be complicated to understand. So if you or a loved one need to pay for care at home or in a care home, it’s important to know the facts, we’ll work with you to unravel the jargon, and help you with the plan that’s …


Mike Sleep – Solent Wealth Management

Solent Wealth Management based in Cowes, Isle of Wight is a Partner Practice of St. James’s Place Wealth Management. We offer a wide range of services and look to provide a financial planning service which can deal with all aspects of our clients’ financial affairs. As a specialist care fees adviser we will help you …


Lindsay Grellis, Grellis Financial Associates, Partner Practice of St. James’s Place Wealth Management Ltd

I am a Director of a Partner Practice of St. James’s Place Wealth Management and I have been in the financial services industry since 1982. My approach, while professional and experienced, is relaxed and friendly. Through face to face advice, I seek to create and maintain strong relationships with my clients via regular contact. I …


Catriona Smith (Chase de Vere)

Chase de Vere are one of the few national firms able to offer truly independent financial advice. Our comprehensive service, delivered through over 200 highly qualified advisers located throughout the UK, is always applied to your needs. From investment planning and wealth preservation to insurance protection and providing for your retirement, we can help. A …


Gale and Phillipson

Gale and Phillipson is an independent whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients. Here at Gale and Phillipson we understand the complex financial needs of long-term care planning and specialise in later life financial advice. We can provide you with reassurances, practical help and guidance to help …


David Summers – Director of Burfields House Wealth Management Ltd

With over 35 years’ experience in the banking and financial services profession, I joined St. James’s Place initially in a management capacity before becoming a fully qualified adviser within the St. James’s Place Partnership in 2003. I then moved to Burfields House Wealth Management Ltd, a Principal Partner Practice of St. James’s Place Wealth Management in 2010 prior to …


Diane Weitz – Ashlea Financial Planning

Ashlea Financial Planning is a small, personal, financial planning firm with over ten years’ experience and expertise in assisting individuals and families facing the prospect of funding care. Diane is a director of the Company.   Each case is assessed case on its individual merits, considering all aspects of your current and prospective financial situation. …


Lisa Colley – Wealth Management Consultant

I am part of a Senior Partner Practice of St. James’s Place Wealth Management, offering face to face practical advice and financial solutions.  I specialise in later life advice and work closely with everyone involved in the care of a loved one from the actual person who needs the care to their family and trusted …


karen montgomery wood

Karen Montgomery-Wood : Montgomery-Wood Wealth Management

Karen was born in Glasgow in 1962. Before financial services Karen worked for the Government for over 10 years. In developing her career further, Karen joined TSB-Scotland in 1994 as a branch adviser. Within a year, recognised for her hard work and integrity, Karen was introduced to financial services. In October 2000 Karen was delighted …


Curt Haycock – Haycock and Grice Financial Planning Ltd

I am a joint Director of a Partner Practice of St. James’s Place Wealth Management Haycock and Grice Financial Planning. I offer face-to-face wealth management advice, which is tailored to meet your own specific circumstances. My philosophy focuses upon maintaining a long term, trusted relationship with clients, showing distinct quality, integrity and excellence which in …


Nicola Hartley Equity Release and Later Life Financial Adviser

At Simpson Millar Financial Services Ltd we specialise in offering an Independent Equity Release Service and have helped clients aged 55 years or older decide if releasing the tax-free money from their home is the right choice for them.  As we are financial planners and later life advisers we will also discuss with you any …


Sue Michalzyk – SOLLA Accredited Financial Planner at Partridge Muir & Warren Ltd

Established in 1969, we are Chartered Financial Planners and Wealth Managers based in Esher, Surrey, delivering genuinely independent advice by means of a highly personalised service. With over 45 year’s experience, we continue to believe that the corner stone of our business is our consistent commitment to providing excellent customer care. Through a combination of …


Davy Hudson – Hudson Wealth Management Ltd

Davy Hudson has 26 years experience helping individuals manage their money. This is achieved by following 4 simple steps: An initial meeting to understand your goals and financial priorities Preparation of a financial plan which is personal to you Implementation of the plan Meet at least once a year in order to ensure your plan …


Flora Stamato – St. James’s Place Wealth Management (covering central London)

I am passionate about finding the best solutions for my clients in all aspects of their financial planning to help them achieve the most out of their finances. When it comes to paying for care fees I help families through the maze of understanding the benefits they are entitled to and putting in to place …


Andy Kirk, Goodman Care Fees Advisers

Whatever your requirements, you need to feel confident you’re dealing with qualified, experienced professionals, who are specialists in their field.  That’s why you should speak to Goodman Care Fees Advisers. We understand the emotional upheaval and stress felt by those who need to find and fund care either for themselves or for loved ones.  New …


Joanne Hill – Wealth Management Consultant

As a Chartered Financial Planner, based in Worcestershire, and fully accredited member of SOLLA ( Society of Later Life Advisors), I provide wealth management advice to individuals and businesses. My advice is tailored to meet your personal and/or business objectives. My philosophy focuses on maintaining a long-term trusted relationship with my clients, showing distinct quality, …


Darren Stiff – St James’s Place Wealth Management (covering Surrey and the Home Counties)

One of the most important lessons that I have learned in my twenty plus years of experience is that you do not have to be ‘wealthy’ to require Wealth Management. I believe in maximising the return from every asset, planning for an unknown future and ensuring a long lasting legacy for family and loved ones. …


mike holland

Mike Holland – MH Financial Planning

MH Financial Planning is a Partner Practice of St. James’s Place Wealth Management and Mike Holland is the Principal.  Mike has been a qualified Financial Adviser for 26 years. Mike is passionate about building lifelong relationships with his clients, helping them to secure their financial future for themselves, their businesses and their families. As a full Member of Society of …


Ben Harrison – Moore and Smalley

Moore and Smalley is a leading independent provider of accounting, business advisory and wealth management services. We have offices in Preston, Blackpool, East Midlands, Kendal, Kirkby Lonsdale, Lancaster, Liverpool, Manchester and Southport, with 250 partners and staff providing trusted advice to clients across the UK. A little about Moore and Smalley Moore and Smalley is a …


Karen Carn – Wealth Management Consultant

I offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations. I look after my clients at every stage of their financial planning. …


advice on care

Advice on Care

We are one of the country’s leading specialist care fee advisers and have been offering impartial care fee advice to families throughout England and Wales, ever since 2004. Caring for you Arranging care for someone can be emotional enough, but this is only the start, funding the care can be challenging and bewildering. That’s where …


Angela Fountain – RBA Wealth Management Ltd

RBA Wealth Management is proud to be a Senior Partner Practice of St. James’s Place Wealth Management, which offers a wide range of high quality wealth management services to individuals and businesses . We are pro-active in our approach, and look to provide a financial planning service which can deal with all aspects of our …


Jeremy Davies – Jeremy Davies Wealth Management LLP

I have been with St. James’s Place for 4 years, having previously worked as a Financial Adviser and in the Banking and Financial Services Industry since 1976. I am passionate about building lifelong relationships with my clients, helping them to secure their financial future for themselves, their businesses and their families. As a Member of …


Jennifer Hill – Cotswold Wealth Solutions

Cotswold Wealth Solutions is owned and headed up by Jennifer Hill – a highly-qualified financial planner who has spent over 28 years (over 16 years of which have involved providing advice) helping clients make sound, confident decisions with a personal, thoughtful service. With plenty of experience in later life planning and a range of accreditations and …


Aston brookes solicitors

Aston Brooke Solicitors – Expert Legal Advice on Care Home Fees, Funding & Related Issues

Aston Brooke was established with the aims of providing clear, transparent and above all high-quality advice to clients as cost-effectively as possible. We pride ourselves on our versatility and exceptional service levels that mean that our retention rates are high and that large numbers of new clients find us via personal recommendations and word-of-mouth. Aston …


Adam Johnson: New Forest Wealth Management – Partner Practice of St. James’s Place.

At New Forest Wealth Management, we pride ourselves on our distinct quality of financial service. Through face to face financial advice, we create and maintain strong relationships with our clients via regular contact with our friendly advisers and administrative team. Our advice will accommodate all of your financial needs, providing you with financial security whilst …


James Wagg – Wealth Management Consultant

I am a Senior Partner of St. James’s Place Wealth Management, offering face-to-face wealth management advice, which is tailored to meet your own specific circumstances. My philosophy focuses upon maintaining a long term, trusted relationship with clients, showing distinct quality, integrity and excellence which in turn gives financial peace of mind to individual and business …


age partnership

Age Partnership

Whether you are approaching or are already at retirement, you will need to consider how to get the most from your pension savings, and with so many different options, it can be difficult to know where to turn. At Age Partnership, our pension income specialists can provide you with the guidance and all the information …


Susan Caplan – Founder member & Senior Partner of St. James’s Place Wealth Management

I am a Founder Member and Senior Partner of St. James’s Place Wealth Management.  I delight in delivering a personal, professional service while helping you manage, protect and grow your wealth. The essence of my business is to help make it easier for you to manage your financial affairs.  I work on the principle that everyone …


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