CARE FEES PLANNING

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​We firmly believe that you and your family deserve the best possible financial advice. I am proud to be a member of SOLLA, Society Of Later Life Advisers, and hold the high levels of qualification required by the Financial Conduct Authority to practice in this complex and often sensitive area.
SOLLA was established to bring together some of the best and most caring advisers from across the whole of the United Kingdom to form a unified, national professional body. We are very much family companies formed on an overriding foundation of traditional values and the real wish to help people at what can be a very difficult and highly emotional time.
The emphasis of all members is very much on respect and care, with the fundamental objective of enabling people to choose where they are cared for, with the peace of mind that they will be able to meet rising care costs indefinitely, whether care is needed now, or at an unknown time in the future. Not all advisers have dedicated care fees planning experience, the required knowledge levels, the appropriate qualifications or even the necessary empathy to recognise the emotion associated with placing a family member in a care home.

Here’s how we can help as regulated qualified later life advisers:
  • I hold an FCA recognised long term care qualification.
  • Following an initial telephone discussion, I offer a personal face-to-face meeting and will carry the cost of those meetings
  • We’ll check that you’re receiving everything you’re entitled to – even self-funders may be entitled to some benefits.
  • I will provide advice, guidance and recommendations after discussing and providing information on all your funding options, including, where appropriate, Immediate Care Plan annuities.
  • We’ll survey the market and obtain quotes from providers of Immediate Care Plan annuities to determine the most appropriate.
  • I have undergone a current Criminal Records Bureau check and hold a Data Protection Licence
The requirement for care can be a stressful time for all concerned. We hope to help alleviate some of that stress and potentially bring you peace of mind.

The earlier we talk to you the better as once capital has eroded by any significant degree it gets more difficult to provide solutions. If you or your loved ones are in need of care and self-funding it or considering it, then contact us now to arrange your appraisal.

Contact Mark Barnett

 

 
10 Holmes Court
Boundary Road
Grayshott, GU26 6TX
T: 01428 607152
M: 07976 971 298
MDS Financial Group
MDS Financial Group is a trading style of Nicholas Truss (http://www.nicktruss.co.uk) which is an appointed representative of Quilter Mortgage Planning Ltd and Quilter Financial Planning Ltd who are authorised and regulated by the Financial Conduct Authority.
Nicholas Truss is an appointed representative of Quilter Mortgage Planning Limited and of Quilter Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA Register (http://www.fca.org.uk/register) under reference 440703 and 440718
 

 
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