0333 241 9900
Click here to read our update on COVID-19. If you are a client who is feeling vulnerable and isolated without support, please contact us so we can help.

The needs of the older generation are as varied and individual as people themselves, and the solutions to these needs will be just as wide ranging.

Caring for older loved ones or needing care yourself can sometimes be complicated and emotionally challenging and on top of that the cost of care is ever increasing.

We can help advise you or your loved ones on the best possible route for late life and long-term care:

There are a range of solutions to fit in with your care or later life planning, which include;

  • Making sure the appropriate people have the correct authority to help you manage your financial and lifestyle affairs (e.g. Power of Attorney).
  • We can liaise with care providers, local authorities and health authorities over financial matters to make the process as stress free as possible and secure the most appropriate, affordable outcomes.
  • Where necessary, if it is in your best interest, we can set up investments or a Care Fees Annuity Plan, to provide for your care needs. This is based on your individual circumstances, whilst taking into consideration your attitude to risk.

SOLLA Advisers

We have advisers that are accredited members of the Society of Later Life Advisers (SOLLA). They are extremely knowledgeable and have been recognised to be at a level that goes beyond what is usually required of a regulated financial adviser.

Peace of mind

We will all experience life changing events in our lifetime, it's how you get through them that counts. We work with you and your family to put the best plan together and are with you every step of the way.


We are reaching out to any of our clients who are on their own, in a high risk category and do not have any support around them, do please let us know so we can help.