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.

HRW Financial Consultants Ltd – Shane Hyland

I am a care fees specialist and also a pension transfer specialist. An effective Later Life Adviser needs to have a good working knowledge and understanding of advising on options for retirement planning as well as choosing and paying for care and I am delighted to have achieved the SOLLA Retirement Advice Standard as well …


Brownlow Wealth Management Ltd

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 …


David Summers – Chairman & Chartered Financial Planner of SeventySeven 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 …


Paula Ryan Wealth Management

  Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We do not provide off the …


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. …


BURLINGTON WEALTH MANAGEMENT LTD George Ttouli , Chartered Financial Planner

Serving all areas of London and Home Counties, George Ttouli is a highly qualified and experienced Financial Adviser. Having started his business in 1986 he now has well over 30 years of experience and a multitude of qualifications, including: – Chartered Financial Planner, – Accredited member of SOLLA – the specialist qualification for those competent …


Charles Royle & Company

At Charles Royle & Company, people matter to us and are central to what we strive to achieve. This is to provide a professional yet personal financial planning service. The company was established in 1990 and has continued to grow and evolve. The continuous re-accreditation of the Investors in People Award demonstrates our commitment to …


Investec Wealth and Investment – Helen Medhurst-Jackson

  I joined Investec in 2015 having spent over 25 years in the Financial Services industry, 22 of those as an Independent Financial Adviser. I am degree qualified and a Chartered Financial Planner able to provide advice in relation to care fees and later life planning, inheritance tax, retirement and investment planning. Prior to joining the …


Denise Littlewood Financial Adviser

As an Accredited member of the Society of Later Life Advisers (SOLLA) I specialize in working closely with everyone involved in the care of a loved one from the actual person who needs care to their family, trusted Attorneys, solicitors and accountants. I take the time to build relationships with all parties to help families …


Tim Lowe & Associates

Tim Lowe & Associates is an Associate Partner Practice of St. James’s Place Wealth Management specialising in providing advice to later life clients.  We believe in advising clients on a holistic basis and whilst Care Fees Planning may be a primary concern, this will be addressed in the context of a client’s overall financial planning needs. Tim …


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 …


Rosebank Care Fees Planning

Paying for care can be costly, complex and emotional. We bring experience (a lot of it), simple solutions, and a high level of support. We all face many financial problems during our lives but the prospect of paying for care, whether for ourselves or our loved ones has the potential to diminish finances like almost …


Lisa Colley – Wealth Management Consultant

I am an adviser at Frost Wealth Management Ltd, 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 …


Claire Connell Wealth Management Limited- St. James’s Place Wealth Management

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 …


Gordon Tate of Prestige Wealth Planning Ltd

Gordon Tate is an Independent Financial Adviser with Prestige Wealth Planning Ltd, providing specialist advice across Hampshire, Surrey and West Sussex on Long Term Care Fees Planning and Equity Release Mortgages, for which he has over 18 years’ experience. Gordon is an Accredited Member of the Society of Later Life Advisers having completed his Advanced …


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. As such we are SOLLA accredited. Arranging care for someone can be emotional enough, but this is only the start, funding the care can be challenging.  That’s where we …


Old Mill Accountants and Financial Planners

  Old Mill is a Chartered Financial Planning Firm who work with private, rural, commercial and trustee clients. Advising on later life matters Our dedicated Later Life team understand that the exact needs of each individual are specific to them. Chris or Carolyn will listen to the situation you or your family member is in, …


John Lamb Wealth Management

John Lamb Wealth Management provide expert financial advice to people who want to preserve and grow their wealth responsibly for this generation and the next. We are appointed representatives of John Lamb LLP, an independent firm of Chartered Financial Planners established in 1959. John Lamb are renowned for our customer service and industry knowledge and …


Matthew Wilkes Care Fees Advice

I am a trusted experienced fully accredited member of the Society of Later Life Advisers who for many years has supported families and professionals in your local community. I chose to specialise in this area after my mother was diagnosed as living with dementia some years ago, therefore I have personal as well as professional …


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 …


Cooper Associates Wealth Management Ltd

Martyn Cole is an experienced Financial Consultant at Cooper Associates Wealth Management Ltd, based in Taunton, Somerset (Head Office). Martyn specialises in providing later life planning advice and is proud to be an Associate member of the Society of Later Life Advisers. Paying for care can be an expensive and long term commitment. There are …


Rebecca Pope Wealth Management

I specialise in later life financial planning. Having been a financial planner for over 16 years I understand the difficulties involved in the care of a loved one and the responsibility of a younger family member or attorney in making the right decision for someone else with regards to care planning. Regarding Later Life advice, …


Stuart Bryant – Bryant Associates

Stuart Bryant is Senior Partner of Bryant Associates, a Senior Partner Practice of St. James’s Place Wealth Management Planning for a secure future, be it for yourself, your family or your business is, I firmly believe, one of the most important steps you will ever take. Changes in your circumstances or the effects of, for …


Catherine Richardson

I have over 20 years experience and provide a comprehensive service to my clients, working with them to secure the financial future they are looking for. I am a qualified adviser holding the Diploma in Financial Services. I help my clients to understand and run their portfolios of investments, particularly pensions, and I am a …


Sandy Lowth at Mitchell Company Ltd

Sandy Lowth • CFP ™, APFS, Chartered MCSI Chartered Financial Planner and Chartered Wealth Manager SOLLA Accredited Later Life Adviser & Care Fees Specialist Sandy has over 25 years’ experience in the financial services industry. She is an Associate of the Personal Finance Society, a Chartered Member of CISI (Chartered Institute of Securities and Investment), and …


Concierge Wealth – Kieron Robertson

For many years, I was in awe of my wife’s grandmother (who was widowed at the age of 88) and her resolute independence but sadly, after one too many falls it was felt that alternative living arrangements had to be found and she moved into residential care at the age of 95. Given her age, …


Whitechurch Financial Consultants

Whitechurch Financial Consultants provides individually tailored financial planning advice and access to award winning investment management services. We have been established for over 30 years and our services are delivered through a team of highly experienced Financial Consultants who support private individuals, trusts and small businesses in making informed decisions about their finances. How we support With critical …


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 …


Tim Gallego – Poundbury Wealth Management

Tim Gallego offers families trusted advice on the best way to to mitigate inheritance tax and pay for care. The decision that a loved one needs care is often stressful and overwhelming; as a SOLLA member I have the expertise and experience to help guide you. As testament to our expert advice and personal service, many …


Cotterell-Wilkie Financial Planning

Russell has over 27 years’ experience in Finance, and over 13 years with St. James’s Place Wealth Management. Together with his team he provides clients with a face-to-face service and the benefit of a single relationship tailored towards meeting all financial needs. The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers …


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 …


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 …


Jamie Weller Financial Services Limited

My expertise covers the broad spectrum of financial planning, my aim is to help you and your business. I have been based in Kent providing financial advice for the last 13 years. With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for client so …


David Hill Wealth Management Limited – St. James’s Place Wealth Management

As a full Member of the Society of Later Life Advisers (SOLLA) David is a care fees specialist dealing with older people’s financial matters, following a strict code of conduct. As well as being fully SOLLA accredited he is a Chartered Financial Planner and Fellow of the Personal Finance Society. Based in Bedford, David is …


Crown Wealth Management

We are a Chartered Financial Planning Firm dedicated to providing independent advice and expertise at the highest levels. As a cohesive team, we are intensely focused on solving our clients most important financial problems. We work closely with you to manage your wealth, reduce risk and simplify your financial affairs. We provide a comprehensive analysis …


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 …


Barra Gorman – Succeed Wealth Management

Now more than ever, what is needed is not simply a qualified financial adviser, may need to face when looking at issues such as care funding matters or whether equity release is the right thing for you, will need careful and considered advice. As fully accredited members of the Society of Later Life Advisers our …


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 …


The Fry Group

The Fry Group has been helping people make the most of their money for more than a century. We have always been a team of helpful experts, here to listen, understand your needs and circumstances and make all aspects of dealing with your finances simple, straightforward and effective. When it comes to later life planning, …


Kreston Reeves

Paul Howson APFS – Kreston Reeves Financial Planning Limited

Being an Attorney or Deputy for a friend or relative is a serious undertaking whatever your professional background or experience. Typically you will be required to undertake your duties at a time of emotional stress as a result of the serious illness or loss of mental capacity for the donor. Kreston Reeves Financial Planning Limited …


Tony Dunne Murdich Asset mgt

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 …


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 …


Swann Financial Consultancy

Our expertise covers a broad spectrum of financial planning and will help you and your business. For more information contact us on 01295 275269 or visit our website at www.swannfinancial.co.uk. Based in Banbury, Oxfordshire we have spent the last 14 years providing financial advice to clients in the local area. With an ever-changing environment and changing …


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 …


Darren Stiff – Principal of Guildford Financial – Associate Partner Practice of St. James’s Place Wealth Management

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. …


Tim Rampton Wealth Management

Tim Rampton Wealth Management provides professional and individually focussed financial advice through a face to face service. Our objective is to build lasting, long term relationships with clients which allows us to assist clients in achieving their personal financial objectives. We pride ourselves in making clear, understandable solutions for the financial needs of current and …


Francis Wealth Management Limited

Our philosophy focuses on working closely with our clients on an ongoing basis, helping them to realise their financial goals and to safeguard them in later life.   A little bit more about Simon Simon has devoted over 20 years to helping others make the most of their money and realise their financial goals. Areas such …


Louise Osborne – Albert Goodman Chartered Financial Planners

Albert Goodman’s mission is to provide professional, reliable and proactive financial advice. Founded in Taunton in 1866, we’ve been supporting clients across the South-West ever since. Later life specialist Louise Osborne is an Accredited Members of the Society of Later Life Advisers. Louise, and her team of specialists will help you plan ahead ahead to …


Byron Williams – Chase de Vere

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 …


Michael Seagrove – Albert Goodman Chartered Financial Planners

Albert Goodman’s mission is to provide professional, reliable and proactive financial advice. Founded in Taunton in 1866, we’ve been supporting clients across the South-West ever since. Later life specialist Michael Seagrove is an Accredited Member of the Society of Later Life Advisers. Michael and his team of specialists will help you plan ahead to ensure …


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 …


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, …


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