Long Term Care Planning

Care fees can have a massive impact on one’s finances. For a number of years we have been providing advice on long term care planning. We listen to our clients’ concerns and fully explain the options available.

We work with clients, and individuals who hold Powers of Attorney, to assist in arranging fees for care and nursing (which can be very high), and can offer a guaranteed care fees plan.

This, in essence, provides a tax free payment direct to the care home for the remainder of the resident’s life. In addition the payment can be index-linked to allow for any increase in care home fees.
WHAT PEOPLE SAY

CUSTOMER REVIEWS

  • “I’ve know Andy in both a business and personal capacity for almost 20 years and have found him to be knowledgeable, personable and trustworthy across a wide range of personal and financial issues”

    Harrogate

  • Andy Roberts has been our financial advisor for over a decade - when he began working with us he was very helpful in separating the financial wheat from the chaff with redundant policies, setting up ISAs and guiding us wisely regarding our savings. In the last few years Andy has helped us in the planning of the end of my career in the NHS as I worked towards retirement and he has helped my wife and I with our pensions, in my case negotiating the lifetime allowance implications. Andy has been a reliable and approachable advisor who has provided accessible and grounded advice to help us in our financial decisions. He is a warm and personable man whom we found it most enjoyable to work with.

    Retired NHS Professional

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