We offer a service supporting you through the minefield of arranging and funding care.
We offer a free initial consultation to find out about your situation and to explain where we can assist. Then for a fixed fee, we will provide a written report of the steps you will need to take and the issues you need to address. We can put you in touch with the right people, and tell you what questions to ask. Where specialist advice is needed, such as legal advice, we will refer you to a suitably qualified person who is part of a network of trusted contacts we have built up, so that if we can’t help personally, we know someone who can.
We are Independent Financial Advisers, with the required qualifications to be able to advise on Long Term Care and Equity Release, both of which are regulated by the Financial Conduct Authority.
If you need to consider your financial options, the fixed fee covers the cost of a written report detailing our recommendations and financial advice. If you proceed with our financial advice, a further fee is payable to implement our recommendations, which would be fully discussed with you prior to you making any commitment.
Equity Release: This is a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.
For details of our current fees, please download our Client Agreement document.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123