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Brownlow Wealth Management Ltd


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James Rudd and Ian Bush run a 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 from offices in Hertfordshire and West Sussex.

We specialise in advising on the complex area of care fees planning. We help 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.

We advise on the most appropriate funding solutions, backed by years of experience in this field, whatever your care fees needs. The care fees solutions we provide 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 Care Fees Planning specialists who are accredited by The Society of Later Life Advisers (SOLLA) we 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 fall into the hands of 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
  • Equity Release*
  • Investment Planning
  • Retirement Planning and options in retirement

* To understand the features and risks associated with such products, please ask for a personalised illustration.

Learn a bit about us

Brownlow Wealth Management is a small family run company that has been advising their clients for more than thirty years from their offices in Hertfordshire and West Sussex.


James Rudd
– Care Fees Adviser (Hertfordshire Office)

James is the Director of the company which was formed in 1987 and in 2010 joined the St. James’s Place Partnership which is the advisory channel of St. James’s Place Wealth Management. James has over 20 years’ experience in the financial services industry and specialises in financial planning and investment advice for clients in later life and is a member of the Society of Later Life Advisers (SOLLA).

Email James james.rudd@sjpp.co.uk

Ian Bush – Care Fees Adviser (West Sussex Office)

Ian joined the firm in 2010, having spent 20 years in the financial services industry. Ian specialises in financial planning and investment advice for clients in later life and also holds specialist long term care qualifications and is an accredited adviser of the Society of Later Life Advisers (SOLLA).

 

Email Ian ian.bush@sjpp.co.uk

How to contact James and Ian

Home Counties Office

1A Crown Street

Redbourn

St Albans

Herts

AL3 7JX

Telephone : 01582 794967

Southern England Office

Forum House

Stirling Road

Chichester
West Sussex

PO19 7DN

Telephone: 01243 783501

Contact us today

Email: care@carefeesplanning.com

Website: www.carefeesplanning.com

 

 

Arrange your no obligation personal Later Life review now by calling either office and one of our team will offer friendly support and encouragement to assistance you with any care fees planning concerns.

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.

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Full Address

1A Crown Street

Redbourn

St Albans

AL3 7JX

How to contact Brownlow Wealth

Tel – 01582 794967

Email – jrudd@brownlow.co.uk

Web – www.carefeesplanning.com