Chase de Vere have been a trusted source of financial advice since 1969, making us one of the oldest and most experienced independent financial advisers in the UK.
Think of us as your ally, an expert, sitting on your side of the table, who acts solely in your interest. Being completely independent, we’re not tied to any bank, building society, mortgage or pension provider. We have the whole of the marketplace at our disposal, to find the best solutions and strategies to suit your needs.
Specialist knowledge and guidance
This is where the specialist long-term care advisers, such as Byron, at Chase de Vere can help.
In some cases the local authority may fund a resident’s care home costs for the first twelve weeks of the stay. Also during that time the local authority will carry out an assessment of assets and income to establish whether or not they will be obliged to provide longer term funding for the stay.
Chase de Vere’s advisers understand the local authority assessment process and can tell you which assets will be included or excluded from that process. For example, how various investments and savings will be considered
A little about Byron
I have been supporting clients to help them understand their care funding options for a number of years. I have a depth of experience in advising clients on wealth management, financial planning matters and advising families requiring “later life” advice. Typically this encompasses investment advice*, care fees planning and can extend to estate planning and equity release.’
My experience means that I am able to help guide people through the process and understand the range of options that they may have available to them. I am also a member of the Society of Later Life Advisers, which should give you some comfort as to my expertise in this area.
Locations that Byron support’s
I am able to support clients in the following locations:
How to contact Byron
Email – byron.williams
Web – Chase de Vere
* The value of investments can go down as well as up and is not guaranteed.