Specialist long term care and care fees advice
Placing an elderly relative into care is not something that most of us have experience with. There will be plenty of things for you to think about and this may feel a little overwhelming. Arranging for the best care in the right setting will be your priority.
With combined experience in excess of 40 years, our aim is to help you to make the right choices so that you can have financial certainty and peace of mind:
- Do I need to pay for care?
- How to protect your inheritance
- Insights into sensible investment choices
- How to avoid common mistakes
I moved to Lansdown Place Wealth after 34 years with my previous employer in November 2012.
The move was as a result of a fundamental change in the way that my former employer was intending to provide advice to my existing clients. I took the opportunity to team up with Graham Lewis (The Director of Lansdown Place Wealth Management) who I had worked with some years ago and am delighted that Lansdown Place Wealth have continued to believe in face to face advice and ongoing service.
I value being part of a relatively small team within the wider St. James’s Place Partnership which, I believe, gives me and my clients the best of both worlds.
My advice covers all aspects of wealth management, but in particular investment planning and long term care provision. I also am able to advise on retirement planning and wealth protection for the client and their family.
I fundamentally believe in building and maintaining a long term relationship with my clients and their families and aim to provide them with a source of trusted advice as their financial needs evolve over the years.
Having worked in the Bank and Building Society sector for the last 20 years providing financial advice, I was pleased to join Lansdown Place Wealth in November 2012.
I provide advice to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them the most.
My advice covers all areas of wealth management, including retirement planning, protection planning and investment planning. I also specialise in providing Later Life advice, including care fees planning. I am an Accredited Adviser with the Society of Later Life Advisers (SOLLA).
As a consultant of Lansdown Place Wealth Management my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
How to contact Lansdown Place Wealth
Andrew – 07988 745985
Paul – 07824 660439
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 is an Appointed Representative and 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 titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.