As a society, we are living longer, and the challenge we all face is to ensure our finances and affairs are well managed to ensure comfort and peace of mind throughout our lives.
Key Contact
Chris Hill
Director – Chartered Financial Planner
01626 242501
07458 062360
[email protected]
As a society, we are living longer, and the challenge we all face is to ensure our finances and affairs are well managed to ensure comfort and peace of mind throughout our lives.
In addition to ensuring a secure future income, there are a number of other financial challenges to plan for, such as: meeting the costs of on-going care; protecting assets that will become the inheritance for our families; and appointing a family member to manage affairs should we no longer be able to do so ourselves.
Our team holds a number of specialist qualifications in this field, including Membership of both The Society of Later Life Advisers and The Society of Trust & Estate Practitioners. These are over and above those which our Regulator, The Financial Conduct Authority, requires financial advisers to hold in order to give a fully comprehensive and holistic range of advice to clients in later life.
Financial advice to clients in later life generally involves achieving a balance between two objectives:
It is often thought that these two objectives are mutually exclusive, or that one has to be prioritised at the expense of the other. This is not the case. Specialist knowledge, experience and careful planning can help you achieve both – or at least an appropriate and acceptable balance between the two.
This area often requires a particularly sensitive approach to ensure that the needs and rights of elderly individuals who may not have full capacity are fully understood by all parties and respected. We will always explain your options in plain English and we pride ourselves on the sensitive and personal approach that we bring to later-life wealth management.
Where appropriate we also have a wide range of connections with skilled specialists who can provide vital support – for instance, in ensuring that all available state benefits and, where eligibility exists, state financial assistance for care costs is claimed.
For further information, or to arrange a no obligation appointment, contact us today by telephone on 01626 242500 or email [email protected].
WBW Chartered Financial Planners is a trading style of Centurion Wealth Management which is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales Number 7001057. Registered Office: Channel Court, 8 Hill Road, Clevedon, Bristol, BS21 7NE. Registered in England and Wales.
Basics of Care Fees Planning
Key Contact
Chris Hill
Director – Chartered Financial Planner
01626 242501
07458 062360
[email protected]
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