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Independent Financial Advisers

We work closely with many financial advisers, helping to de-risk their business and provide specialist independent advice to their elderly clients.

Under RDR financial advisers must not offer an investment solution for funding long term care fees without considering an Immediate Care Plan first.

Advising the elderly can put your firm at risk if you are not fully conversant with State Benefits, CRAG, The Mental Capacity Act 2005 and how the care system works throughout the country. With the new Care Act on the horizon, it is vitally important advice given takes into account how this may effect the elderly person in care.

Our fixed fee service is not reliant on the sale of a financial product or service, giving the clients peace of mind they are getting the best financial solutions for their personal circumstances. 

We work closely with many financial advisers, helping to de-risk their business and provide specialist independent advice to their elderly clients.

Contact us to find out how we are able to help.


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