Planning for Care Home Fees

Currently, about a quarter of elderly people need residential care in a care home in later life. That number is expected to rise in coming decades, mainly because on average people are living for longer. The rules regarding eligibility for state support are complex, and there are variations between local authorities, which have the statutory responsibility for care.

We provide comprehensive assistance and advice on all the issues involved including the many different options for funding care home fees.

One of our advisers, Ian Evans, is accredited with the Society Of Later Life Advisers (SOLLA). An independent organisation, SOLLA validates expertise in dealing with care home planning and other later life issues, such as arranging Lasting Power of Attorney.

If you cannot see what you are looking for, call us on 01934 511 511 or email

Case Study:
Long-term care on the Society Of Later Life Advisers

Read case study

Case Study:
Moving to a residential care home

Read case study

  • “I am very happy with your service and thank you for getting me sorted.”

    Mr S

  • “Excellent, timely service with clear advice and guidance. Thank you.”

    Mrs V

Get in touch

If you cannot see what you are looking for, call us on 01934 511 511 or email

News: Dangerous ISAs

The Innovative Finance ISA is the newest of the several ‘flavours’ of Individual Savings Account that have been tagged on to the original ISA in recent years. Investors are attracted by headline rates of return of 6-10%, but we think these schemes are much, much riskier than they look and that most investors should avoid them.

Read article

Meet the Team

Our team of financial planners have had years of experience and are on hand to help plan for your future.

Meet team