Associate Director Bristol +44 (0)117 376 2016
70% of the UK’s personal wealth is owned by those aged over 55*, and their needs are changing as they get older and live longer. Increasingly clients are asking us if they have enough capital and income not just to enjoy retirement, but to cope with the escalating costs of later-life care.
With so much uncertainty surrounding these later life issues, it’s important to have the right specialist advice, whether it’s to help navigate the complex and sometimes daunting issues of care costs and choosing a care home or understanding the legal issues around wills, trusts and powers of attorney.
You’ll receive a very personal service, tailored to your precise needs over the long term.
We can provide you with a single point of contact to deal with a wide range of later-life concerns, including estate planning, investment advice, tax and trust issues, legal questions and contacts with care advisers.
You’ll have direct access to in-house specialists, as well as advice from independent bodies such as Grace Consulting and Age UK, to guide you through all of the relevant information.
We don’t provide our own financial products so you can be sure you’ll get independent, fee-based advice on the widest possible selection of later-life care products.
We build long-term relationships and have been advising some family clients over many generations.
Our team is made up of chartered financial planners, as well as chartered accountants, chartered tax advisers and affiliates of the Society of Trusts and Estates Practitioners.
*Source: 'The Pinch' by David Willetts MP.