Partners
Karen Rayner and Tim Anstee began working together, advising the elderly on care fees planning, in 2002. With many years experience behind them, advising retired clients on investments and inheritance tax planning, they were well positioned to build on their knowledge and expertise. They are both fully qualified to give advice on long term care matters and are Criminal Records Bureau (CRB) checked.They set up The Wealth Care Partnership early 2007 focusing on their specialist areas of advice. Now, they are both leaders in the field of advice and guidance for the retired, the elderly and their families. With their team of efficient, caring staff, they deliver an award winning, responsive, flexible and personal service to those serious about protecting their wealth.
Karen and Tim believe there is a general lack of understanding about the financial implications of a loved one needing care. As a result they focus their attention on those feeling confused and worried about what the best course of action is. Their free Guide to Care Fees Financial Planning is available to anyone, either through this website or by calling their free phone number.
Karen Rayner
Karen has worked in the financial services industry since 1981 becoming an independent financial adviser in 1991. She has always specialised in helping clients who are about to retire, or already in retirement with discretionary management of their investments, inheritance, income and capital gains tax planning. In 2001 Karen undertook specialist training in the area of long term care advice for the elderly and has since helped many families deal with this difficult issue.
Karen has clients that she has worked with for 20 years, which is testament to the high level of care and attention that she gives them.
Tim Anstee
Tim Anstee, Dip PFS started his life in Financial Services as a stockbroker for a merchant bank in the City of London, over 20 years ago. The former Royal Marine Officer then spent 15 years building his knowledge and experience across the financial services industry before becoming an Independent Financial Adviser in 2001. Since then he has been looking after clients who need investment, inheritance tax and long term care planning. Tim holds the Diploma in Financial Planning.