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
chris.hill@wbwcfp.co.uk
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 enquiries@wbwcfp.co.uk.
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
chris.hill@wbwcfp.co.uk
WBW Solicitors is delighted to continue its support of Exeter Chiefs player Naomi Brennan for a second consecutive year. Our ongoing sponsorship reflects our commitment to supporting local sport and the continued growth of women’s…
A property chain is a series of property sales and purchases which are linked together, and where each sale and purchase depends on another. These usually start with a first-time buyer and end with a…
When you are involved in a family law dispute the starting point is often a basic child arrangements order to set out with whom your child lives, and how you can spend time together. However,…
WBW Solicitors is pleased to announce that it will merge with Brixham-based Luisa Nicholson Solicitor from 1 October 2026, further strengthening the firm’s presence in South Devon and expanding its Private Client offering. Luisa Nicholson…
If you are thinking about selling your home, instructing a solicitor early can help you get prepared before a buyer is found. One of the important documents you will usually need to complete is the…
When you need legal advice, choosing the right solicitor is an important decision. You want someone with the experience and expertise to help, but accessibility, local knowledge and personal service can be just as important….
If you are thinking about moving home, buying another property or dealing with a property matter, choosing a conveyancing solicitor will be an important part of the process. But if you have bought or sold…
Becoming a director of a company can be a significant milestone, but it also brings legal responsibilities. Whether you are setting up a new business, joining an established company or becoming a director of a…
WBW Solicitors is delighted to celebrate the achievements of colleagues recognised at this year’s Cornwall Law Society Awards, held at the magnificent Truro Cathedral. The evening brought together legal professionals from across Cornwall and the…
A recent Employment Appeal Tribunal (EAT) case is a useful reminder that employers should not assume an employee is not disabled simply because occupational health has not said so in clear terms. In Cunningham v…
Neurodiversity Awareness Week took place in March 2026. Its aim is to shift how organisations understand and support neurodivergent individuals because it has clear legal implications. Public debate around rising diagnoses of conditions such as…
The Fair Work Agency (FWA) officially launched on 7 April 2026, bringing together several existing employment enforcement bodies under one roof. Predictably, its arrival has generated concern among HR teams about increased inspections, tougher penalties…
I would rate Catherine Causey very highly. Excellent practical advice leading to better than expected outcomes.
Working with Debbie Hamzij on the purchase of our property in Devon was an absolute joy. She kept us constantly up to date with what was happening, communicating promptly and effectively when something was needed and even kept in touch while on vacation to ensure that our move went ahead on time. I would unreservedly recommend Debbie to anyone, her dedication and professionalism were most impressive.
Myself and my husband are so grateful for Carla’s professionalism in dealing with our house sale and purchase. At times it was incredibly stressful, but Carla reassured us at every step. There was never a time when I was unable to contact Carla to ask for advice and guidance. We can’t thank her enough for the amazing legal work Carla did on our behalf and wouldn’t hesitate to use her services again.
Thank you for being such a fantastic solicitor and replying to all my emails and queries both promptly and without confusing jargon. I have no hesitation in recommending you in the future
Rebecca Stanbury is excellent at her job, very helpful and knowledgeable.
Kerry Curd of WBW Solicitors has been providing us with employment related legal services for the past six months. We have taken up the option of the monthly consultancy fee for these services which has proved extremely easy to manage and provides us with the peace of mind in knowing that Kerry is available to answer any queries, provide advice and write letters/ documentation as required without us incurring additional costs.
Justin Osborne has been absolutely terrific. The problem tenant has now gone and throughout Justin provided a first-class service. He certainly made a very stressful situation a lot easier. He was always quick to respond, with very clear and sensible advice. I was very relieved that he came to Honiton to meet me initially, so much better to have met.
Natalie was recommended to me to support a funding case for my late mother, and I could not have asked for better representation. She is extremely knowledgeable, professional, and communicates clearly, which gave me real confidence throughout the process. Natalie is a great credit to WBW and an asset to the firm.
I’m not sure what to say apart from a huge THANK YOU for everything that you have done, you have worked so hard for my family and we appreciate it immensely.
Lisa Stanton was very friendly and explained everything well. I was kept up to date with everything by phone or email. Overall, I am really happy with the service provided.
Yvonne is an asset to your firm. She was very efficient and dealt with my instructions quickly and professionally. I wouldn’t hesitate to use her again.
£0.00
To make the process as easy as possible you can pay Law Bills up to a maximum of £5000.00 online by credit or debit card using your Matter Number and Law Bill Number. These details can be found on the Law Bill issued to you. Please ensure that you pay the correct amount as shown under the Total Due amount on your Law Bill.
For assistance with your online payment, please consult our handy guide.
