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.
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 …
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 …
I have been in the Financial Services industry as a Chartered Financial Planner for over 20 years and am an Accredited Member of the Society of Later Life Advisers (SOLLA). Prior to becoming a financial adviser, I qualified as a Registered General Nurse. My interest in people and care has never waned and I …
Queens Square Wealth Management Ltd was established in 2009 and is a Senior Partner Practice of St. James’s Place Wealth Management, it is owned and run by Gemma Young. Our offices are in the pretty town of Corsham, Wiltshire. With our fantastic support team, we work with clients stretching around Bath through into the …
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 …
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 …
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 can support …
Arranging care for yourself or a loved one is an emotional and complicated time. We can help you consider the important issues including mental capacity, eligibility for state benefits, Lasting or Enduring Powers of Attorney*, the type and location of care home and of course, funding the care itself. All of which require specialist …
Having worked for over 25 years as a Financial Adviser, I have gained a wealth of experience to draw upon for the benefit of my clients. I started working life with the Prudential in 1988 and stayed within the company until 2000 when I was recruited to join a small, progressive independent Financial Services practice. …
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 …
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 …
Adam has been providing clients with personal financial planning, wealth management and later life advice for 30 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 Later …
Our role is to remove the burden of worry. To provide the information, insight, objectivity and confidence to enable our clients to make the best decisions and have clarity over the future. My role has been providing (Independent) financial advice for over 20 years. I specialise in working with people who are in retirement, …
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 …
Reynolds Parry Jones LLP has served businesses and individuals across Buckinghamshire since it was established in the town in the late 1870s. The firm aims to give an excellent, solution-driven, service to all its clients, delivered in plain English. Its services for businesses include commercial property, business sales and purchases, commercial disputes and employment. …
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 …
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 …
We’re a firm of Financial Planners working across the North West. As a firm, we are both Chartered and Independent. We were also included in the Citywire’s prestigious top 100 firms in the UK in each of the last five years. There are many reasons why my clients choose Depledge: • Chartered: Chartered …
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 …
Our Specialist Areas of Advice – how we can assist Our advisers all have many years’ experience in their fields, and each has all the qualifications, which are required by the FCA, to enable them to provide a full range of general financial advice. Some client groups, however, have very complex situations and objectives. We …
I have over 19 years’ experience in the financial services industry, of which I have spent nearly 10 years specialising in later life advice, more specifically, providing advice and solutions to clients who need to fund the costs of care. I offer you face to face advice that takes into account your personal and …
We are a long established firm of independent financial advisors, offering a professional financial planning service to private clients and businesses. At tba Wealth Management we pride ourselves in listening to your needs and providing you with bespoke advice in the timescale you demand. Financial health is integral to almost everything you aspire …
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. …
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, …
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 …
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 a Full member of the Society of Later Life Advisers (SOLLA). Paying for care can be an expensive and long-term commitment. There are pros and …
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 …
As a fully accredited member of SOLLA, The Society of Later Life Advisers, I firmly believe that you and your family deserve the best possible financial advice. If you find yourself needing to fund your own care, careful planning now and exploring all options can help you make an informed decision which will help secure …
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 …
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 …
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 …
Tony Byrne – Wealth & Tax Management Tony Byrne at Wealth & Tax Management, an independent whole-of-market financial planning firm, offers trusted advice on how best to pay for care as well as mitigate inheritance tax. Importantly, Tony is a member of the Society of Later Life Advisers (SOLLA) and his experience in later life …
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 …
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 …
Our Wealth Management service is for your life journey: we want to understand where you are now (your circumstances), where you want to be (your goals) and how best to help you get there (your financial plan). The financial plan can include all sorts for the journey: spending plans, budgets, savings, investments, pensions, insurance, …
Established in 1978 we have been proud of our consistent record of providing reliable advice for clients. Many family members have followed on from our original clients with many having been looked after by us for more than 30 years. We provide straightforward advice on most key areas of investment and pensions looking to …
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 …
I have been working in Financial Services for sixteen years and along the way I have found that I get the greatest pleasure from making a real difference to my clients’ lives and futures by sitting down with them to work out bespoke plans. I have recently joined Cranwell Wealth Solutions, from HSBC, to me …
Choosing the right care setting for ourselves or a relative is not something which many of us have much experience of. There will be plenty of things for you to consider which may feel a little overwhelming. You may have had little or no information to help you make the right decisions. Whether it’s for …
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 …
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 …
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, …
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. …
Old Mill is a Chartered Financial Planning firm that works with individuals and businesses. Advising on later life matters We know that each person we work with has their own aims and ambitions, their own approach to wealth and financial security, and their own plans for later life. People are generally living longer …
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 …
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 …
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 …
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 …
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, …
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 …
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 …
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