Later Life Planning

It is more important than ever before to plan for a financial future that is sustainable for the long term

Healthier living and medical advances mean we are all living longer and more active lives although it is also likely that towards the end of our lives we may require very expensive residential and/or nursing care.

We can help you build a financial strategy to ensure your future care and well-being is catered for.

We also work with families and Attorneys to provide strategies for those who are in need of immediate care.

Areas covered include:

  • Lifetime Cash Flow Modelling
  • Funding Care Fees (domiciliary or residential care?)
  • Care Needs Annuities – regular income for care
  • Other Sources of Funding
  • The Care Act 2014 and Local Authorities ‘Duty of Care’

If you would like to work with a Chartered Financial Planner to start planning your finances in later life, please call or email to arrange an initial meeting, provided at our cost.

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