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Spetisbury Manor - How working with The Wealth Care Partnership has helped us

Spetisbury Manor - How working with The Wealth Care Partnership has helped us and our residents

Spetisbury Manor is a luxury retirement home standing in four acres of grounds in the ancient and picturesque village of Spetisbury in Dorset, close to the banks of the River Stour.

The home has been run by the Ellis family since 1999, as has the family's sister home Glenhurst Manor in Bournemouth. Both offer residents a relaxed and secure environment where they can enjoy the maximum freedom and independence.

For over 10 years Kevin Ellis of Spetisbury Manor has been collaborating with The Wealth Care Partnership and he is well-placed to comment on the value this adds to his business and how other care providers and their residents can benefit from working with The Wealth Care Partnership.

Receive financial advice early in the care journey for the most effective care fees planning

Forward planning is essential when it comes to paying for Long Term Care, there are various financial options available and seeking specialist financial advice can enable people to move into the care home of their choice with confidence they can afford to remain there.

Karen Rayner, Director of The Wealth Care Partnership, explains, 'It's widely recognised that the more people have access to the right advice as early in their care journey as possible, the less chance there is of them running out of funds.'

Kevin Ellis adds, 'The Wealth Care Partnership provide the advice, help and support our residents and their families need to successfully plan for their Long Term Care funding requirements. We've found that our residents who make the right informed financial decisions and choices at the outset are less likely to run out of money. This is obviously good for our business and it's good for our residents’ well-being and peace of mind.'

Trust and peace of mind assured - for you and your residents

The expert team from The Wealth Care Partnership promises every client that they put their personal circumstances and objectives at the heart of their advice, and by explaining all the options available for funding Long Term Care. Residents can be sure they're receiving best advice and confidently select the most appropriate route for them. The Wealth Care Partnership believe in the importance of taking a holistic approach, considering the wider personal circumstances and objectives, not just the Long Term Care requirements. For example if passing on wealth is important, their Inheritance Tax service can be used alongside care fees planning.

Kevin Ellis continues, 'The Wealth Care Partnership has been working with our residents for more than 10 years. That says a great deal about how much we – and our residents – trust the team and their advice.'

The faith that Kevin and his residents have in The Wealth Care Partnership is well founded because their advisers have had to meet stringent professional requirements, including:

  • being fully qualified as an Independent Financial Adviser – they are also fully independent of the care home itself.
  • holding Long Term Care and Equity Release qualifications (as required by the Financial Conduct Authority).
  • proven experience in providing care funding advice.
  • fixed fees which are not reliant on the purchase of a financial product.

The Wealth Care Partnership have:

  • achieved the prestigious Chartered Financial Planners status, awarded by the Chartered Insurance Institute and seen as the ultimate symbol of professionalism.
  • been accredited by the Society of Later Life Advisers (SOLLA) - a not-for-profit consumer organisation promoting the highest levels of technical excellence for later life advice.
  • been approved by the Trading Standards Buy with Confidence scheme.
  • received a Disclosure and Barring Service (DBS) check and trained in safeguarding adults at risk.

Here to help care providers help their residents

Karen believes that other care providers could benefit from a similar service, 'Early specialist and expert advice can mean the difference between residents having enough funding for future care and the painful alternative.'

Kevin agrees, ‘I’ve no doubt that other care providers could benefit from adopting our approach, working in conjunction with The Wealth Care Partnership. More importantly, so could their residents and their families.’

The Wealth Care Partnership - an overview

The Wealth Care Partnership is an award-winning firm of independent care fees and investment specialists. Their qualified, experienced and trusted advisers and knowledgeable staff help those in later life with investment, tax planning, including Inheritance Tax (IHT), Immediate Care Plans (also known as Immediate Needs Annuities) and Equity Release. Our advisers are full members of the Society of Later Life Advisers (SOLLA). The Wealth Care Partnership is independent of any financial institutions and is regulated by the Financial Conduct Authority (FCA).

Planning for funding for long-term care is a complex and sometimes confusing field in which the most efficient strategies focus on the needs and circumstances of the individual. This is just the kind of service The Wealth Care Partnership is committed to providing. If you would like to discuss any topic raised above in greater detail, please do not hesitate to contact them on 0800 652 8232.

This article is for information purposes only and does not constitute personalised advice. Any information or opinion expressed here is solely that of the author. The Wealth Care Partnership Ltd bears no responsibility for any action taken directly unless it has engaged with you as a client and provided personalised advice.


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