Specialist long term care adviser who helps clients going through the difficult process of arranging a care home placement either for themselves or for a relative. Also we can help those who would like advice with investment strategies, inheritance tax planning and equity release. Our adviser holds all the relevant qualifications to work within these area's. Already qualified to the new standards for advisers (diploma level) and committed to continuing further educationand qualifications.

Trade Bodies / Associations

Member of the Institute of Financial Planning and the Personal Finance Society.

Specialist Services

Specialist in helping people plan for care home fees, inheritance tax planning and investment planning. Whether you are looking to ensure that your existing investments are still performing the way you had hoped or you would like to improve the income or performance we will be happy to provide you with an assessment of the relative performance and suitability of the investment for your circumstances. We work alongside various solicitors and accountants around the city to offer a rounded approach

Trading Since

1996