We offer an initial meeting to discuss your requirements at our expense. We are used to meeting with clients acting under a power of attorney, and are happy to meet with any family members you would like to be present.
Following our initial meeting, we will set out how we can help and the cost of our services. Our fees are pre-agreed so there are no surprises.
Our process is designed to deliver clear advice which takes account of all aspects of the situation and reflects the priorities of the person in care.
Our advice is provided in writing, and we present our recommendations in person to discuss how these will meet your specific objectives and to answer your questions.
Once we have agreed with you the best course of action, we implement our recommendations and take care of the necessary administration on your behalf.
We offer ongoing services designed to ensure that your financial plans are reviewed regularly.
It is our fundamental aim to ensure that our later life clients are afforded the utmost respect combined with the technical expertise to make the most of the financial resources available to them.
Care Fees Planning is a specialist area of advice. Our team’s specialist qualifications include the following:
Our team is accustomed to working with private client solicitors, attorneys and court appointed deputies to ensure that the person needing care receives a comprehensive and cost effective service.
For deputies under a higher level of supervision, we can provide independent investment recommendation reports for submission to the Court of Protection.