Long-term care management

With later life illnesses becoming more common, our expert team will help you to identify and implement the best solutions for funding long-term care to safeguard your assets and quality of life.


The best solution for you

Loss of independence impacts not just those directly affected. The cost of care is the first thing on most people’s mind, and in extreme cases loved ones may have to give up work, further affecting not only their immediate financial situation, but also their ability to save for later life.

Life expectancy has increased from 69 in 1950 to close to 82 today and with that has come a whole new set of financial issues to solve. The onset of physical limitations as well as the effects of neurological conditions is having a major impact on independence in later life.

However, forward planning for a time when you may not be able to plan at all will help all concerned, especially those making decisions for you. We can help you with this and help your power of attorneys understand their duties and how your finances are managed.

By implementing this kind of financial forward planning, you and your loved ones will be free to focus on arranging your care. The whole process is far less stressful if everyone knows their role and what is expected on them.


  • Cash flow forecasting
  • Individual Savings Accounts (ISAs)
  • General Investment Account (GIAs)
  • Investment bonds
  • Immediate care annuities


  • Clients planning ahead
  • Power of attorneys
  • Deputies

For more information, contact us
or call us on +44 (0) 1395 207350.

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Our other services



Our wealth managers will take time to get to know you, then tailor a package that’s best suited to your needs – you can learn more about our various investment options here.

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Whether you’re looking to build a pension for later life, or planning how to manage your capital as you start retirement, we offer a full range of services.

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Estate planning

Estate planning

We can help you to ensure that your wealth is passed on to the next generation in the most cost-effective way, and work with you to manage your Inheritance Tax bill.

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