Financial Advisers
Specialist advisers who understand care fee funding, from immediate needs annuities to equity release and long-term financial planning.
When to Consider Financial Advice
You may benefit from specialist advice if:
- • Your assets exceed £100,000 and you're self-funding care
- • You're considering equity release to fund care
- • You need to understand immediate needs annuities
- • You want to protect assets for inheritance
Areas of expertise include:
- • Care fee funding strategies
- • Tax-efficient withdrawal planning
- • Insurance and protection planning
- • Estate planning considerations
Financial Advisory Services
CareWise Financial Planning
FeaturedSpecialists in care fee funding with over 15 years' experience. We help families navigate the financial complexity of care decisions with sensitivity and expertise.
Elder Care Financial Solutions
Independent advisers focusing exclusively on later-life financial planning. Specialists in immediate needs annuities and care funding strategies.
Heritage Wealth Management
FeaturedHelping families protect wealth while funding care. We specialise in tax-efficient strategies and estate preservation alongside care fee planning.
Golden Years Financial Advisers
Award-winning team specialising in retirement and care funding. We provide clear, jargon-free advice tailored to your family's circumstances.
Important Information
Always ensure any financial adviser you work with is registered with the Financial Conduct Authority (FCA). You can check this on the FCA register at register.fca.org.uk.
Consider getting advice from multiple sources before making significant financial decisions. Many advisers offer initial consultations to discuss your situation without charge.
Disclosure: These services are listed by DorisKnows. Featured listings have paid for enhanced visibility. We encourage you to research and compare multiple providers to find the right fit for your circumstances.