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Bernard O’Brien Practice, Founder Member and Senior Partner Practice of St. James’s Place Wealth Management



Bernard O’Brien Practice is a Founder Member and Senior Partner Practice of St. James’s Place Wealth Management, offering face to face practical advice and financial solutions for those considering long term care options.

Providing practical help and guidance in the complex area of care fees planning. Helping individuals that need care together with their families, understand the implications of care requirements with an emphasis on straightforward solutions to the costs of paying for care.
Advising on the most appropriate funding solutions whatever your care fees needs. The care fees solutions will aim to make the most of your money to ensure that care fees will always be met, and as much of the estate as possible is protected for future inheritance.

We offer a no obligation consultation. We will contact you to discuss your specific circumstances in more detail, before presenting a report tailored to your needs.

Consider all of the options and their consequences before making any decisions

As a Care Fee Planning specialist accredited by The Society of Later Life Advisers (SOLLA) I can show you whether it is possible to secure care at the first choice of home for the rest of the individual’s life. This can give all the family peace of mind that care fees are being met indefinitely, that they will not run out of money and be reliant on the Local Authority.

Areas of specialist financial advice

• Long term care planning needs care fees funding solutions
• Helping you to understand present legislation and state benefit entitlement
• Inheritance Tax (IHT) Planning and opportunities to mitigate IHT
• Estate Preservation
• Investment Planning
• Retirement Planning and options in retirement

Locations that I cover

I can help clients based in the following counties:

  • Cheshire
  • Greater Manchester
  • Lancashire

How to contact Bernard

Tel – 0161 616 2876

Email –  Bernard.obrien@sjpp.co.uk

Web – www.bernardobrien.co.uk 

 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.

The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.  The St. James’s Place Partnership and the title ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Full Address

Sunlight House
Quay Street
Manchester
M3 3JZ

How to contact Bernard

Tel – 0161 616 2876

Email –
Bernard.obrien@sjpp.co.uk

Web – www.bernardobrien.co.uk