Planning for long-term care

As we age, most of us are likely to need some form of care. Arranging this, whether for yourself or a family member, can be complex – especially when we can’t predict how long it will be needed for. Understandably, people are often worried about how they’ll fund this care and the impact it will have on their wider finances.

Through bespoke financial planning, we can help you effectively plan for the cost of care in a way that won’t impact your life or current finances. We’re here to help reduce the burden and give you peace of mind.

How we help

Funding options

We’ll analyse the options available to you and advise on the best funding methods for your circumstances, be it an annuity, equity release or something else.

A family approach

We’ll work with your wider family and ensure they’re involved in proceedings from the offset so that everyone can make informed decisions together.

Estate planning

We can help ensure that your or your loved ones’ wealth is transferred effectively and that any tax payable is minimised.

Ongoing support

Most importantly, we’ll be there to provide you with reassurance and peace of mind, knowing your financial future is in safe hands.

The right partnership for your finances

Finding the right financial planning firm for your needs is important. You’ll want to ensure they’re a good fit for a successful, long-term partnership. Find out more about why some of our clients choose us.

Why choose us?

What our clients say

My husband and I were fortunate enough to accumulate a moderate sum of money and were unsure on how to best invest it. Having taken sound advice from Ewan on another financial matter a number of years prior to this, we decided to seek his advice. Following an initial discussion we were confident that Ewan was the right person to guide us.
He took time to patiently listen to our objectives, taking into account our individual priorities and helping us to work out how to best meet our goals. He explained things clearly, ensuring that we fully understood each stage of the process. With the help of Ewan’s expertise we are very happy with our investments, and our regular reviews ensure we that are always fully informed and confident in our decisions.

I initially contacted Ewan to ensure that my personal funds were being invested in a way that matched my medium to long term requirements. It was important that this was done in the most tax efficient way possible for my wife and myself.
As I subsequently approached retirement age Ewan listened to my ambitions, considered all the options, and clearly set out the various courses of action available to me in order to meet my goals.
This has given me considerable comfort, enhanced by our regular meetings which ensure that the funds continue to be invested in a way that matches my risk appetite.

I have worked with Ewan over many years, exploring the best growth opportunities for my savings and ultimately planning for my future retirement.
I have always felt that my requirements have been listened to, and any communication I have received from Ewan has been clear and easily understood.
Peace of mind is important to me, so I feel reassured knowing that my investments are with an experienced adviser and trusted company, with the benefit of annual face-to-face meetings.

Get in touch

To find out more about how we could help, leave us a message below.