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Protecting your wealth

Care Fees Planning

AFWM Care Fees Icon

Taking care of you after work

We offer advice on planning for long-term care fees, both for those requiring care themselves or attorneys acting on their behalf.

There have been many discussions in the media of late with regard to ‘care caps’, ‘dementia tax’ and ‘ageing populations’; which can cause significant confusion when considering yours or a loved one’s position with regard to care fees. We can help to explain these areas and answer any questions you might have.

There are several methods which can be used to fund these costs, however, the best solution for one person may not be ideal for another. It is therefore essential that you seek advice from an Independent Financial Adviser before making any decisions. Long-term care fee planning is a specialist subject within financial advice. We have the necessary expertise within our company to assess the most appropriate methods of sustainably funding long-term care through prudent financial planning.

For all new clients, we offer a free initial meeting in which we will review your finances and personal circumstances as a whole and identify the areas that require immediate focus.

For more information or to book your free initial meeting today, please call us on 01872 306422 or click on the contact us link to send us an email.

Our Ethical Principles

Always to provide advice or recommendations which are wholly right for each individual client, not the most convenient to our business

As our business increases, we should not lose our ability to service clients to the highest standards through overburdening staff and Advisers

To relentlessly strive to provide ever higher service standards, including the most customer friendly office environment

“ We have dealt with (our Adviser) for many years and have built up a good one-to-one relationship. ”

J.T – Truro

“ Personal one-to-one service of the highest quality, willing to visit client speedily and at home if more convenient ”

J.H - Redruth

“ Independent advice and excellent customer care. ”

J.B – Ottery St Mary 01872 306422