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Michelle Sheppard 768x768
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The Michelle Sheppard Practice Limited

  I am a Chartered Financial Planner, accredited by SOLLA and have over twenty years of experience providing specialist financial advice to the elderly and their families. I am proud to have received the gold standard for providing advice through SOLLA for over 10 years. I have established expertise and

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Simon Brannigan – Beaufort Financial Plus Ltd

  Simon Brannigan is a SOLLA accredited adviser and specialises in the Care Fees and Inheritance Tax Planning areas of advice. He has been an adviser for over 40 years and helped numerous clients and families through difficult stages of their lives when care needs arise or with the loss

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Sylvie Financial Solutions

Sylvie has over 27 years’ experience in the financial services industry, of which she has spent 17 years specialising in later life advice, more specifically, providing advice and solutions to individuals and their loved ones who need to fund the costs of care. Later life planning is a specialist area

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Thomas Rigg Wealth Management Limited

Realising that you, or your loved ones, are going to need long term care can be difficult to come to terms with. Working out what type of care you need, and how long for, can feel overwhelming and emotional at times. We have guided many of our clients through this

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Coach House Wealth Solutions

Making financial decisions can be very daunting but by choosing to partner with Coach Hose Wealth Solutions you can be assured that you will receive clear and concise advice tailored to your current situation. Our four-step process means that you will be guided every step of the process until you

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Throgmorton Associates Wealth Management Ltd

Adam has been providing clients with personal financial planning, wealth management and later life advice for over 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

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Francis Wealth Management Limited

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

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Later Life Solutions

Later Life Solutions is an independent financial advisory service dedicated to helping people and their families to achieve total peace of mind and financial security in later life. Our team of friendly and experienced advisors specialise in a wide-range of areas including how to pay for your care, releasing equity

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Tony Dunne APFS, Chartered Financial Planner – Murdoch Asset Management

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

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Apex Health Associates

Applying for NHS continuing healthcare funding can be a stressful time for patients and families as they attempt to navigate numerous complex processes. Our team of senior nurses have many years’ experience of assisting patients with obtaining care funding. From assisting with initial applications to sitting on funding appeals panels,

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