Karen Rayner and Tim Anstee began working together in 2002 advising the elderly and their families on care fees planning. With many years experience between them advising clients on investments and inheritance tax planning, they were well positioned to create an award winning service.
Karen and Tim established The Wealth Care Partnership in the early part of 2007 with a vision to build a centre of excellence and a very clear goal in mind; to give quality advice and guidance to people serious about maintaining financial independence and protecting their assets in later life.
Combining many years of experience between them advising on investments and inheritance tax they are both now leaders in the field and helping to shape independent advice for older people for many years to come.
Buying With Confidence
The Wealth Care Partnership is independent of any financial institutions and is regulated by the Financial Conduct Authority. The Wealth Care Partnership is an Approved Member of the Hampshire County Council’s Buy With Confidence Scheme, membership number 1104/12.
Our Mission Statement
The Wealth Care Partnership Limited is committed to enhancing our Clients’ lives by advising and facilitating financial solutions which give security and peace of mind.
A Little Assurance
Karen and Tim both hold the Certificate of Professional Standing and are accredited with the Society of Later Life Advisers (SOLLA). Both have been Criminal Records Bureau (CRB) checked.