Plan now to make the most of later years

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.


Trusted later life planning to make the most of later years

We are all likely to live longer and healthier lives than past generations. We now have the added challenge however of ensuring that we have adequate resources to allow us to live the life that we would like in those later years. Later life planning can be complex and time consuming, so make sure you get  specialist long term care advice from experts you can trust.

How can we help with your later life planning?

If you need to consider the services of a care home for yourself or an elderly relative, you can rely on us to help you with the later life planning process. The complexities of the many decisions you or your family may need to face when looking at issues such as long term care funding, inheritance tax or equity release will need careful and considered advice.

Our advisers in Nottingham, Kenilworth and London can manage the detail such as calculating the cost of long term care home fees to ensure that you or your relative won’t run out of money in later life. We also factor in any additional support the State may be able to provide according to your individual circumstances.

By creating a plan for later life in advance, you can identify if there may be a shortfall and we can advise on a strategy to help keep you on track.


Live the life you want

See what our clients say about how we have helped them.

What’s your next step?

We offer all prospective clients an initial discovery meeting with one of our financial advisers at our expense, to see if we can be of help to you.

Book your meeting, if you want specialist advice on long term care and later life planning today.


  • "Ever since I commenced my career I've had the comfort of knowing Paul who ensured I had the proper level of life and health protection. He has also assisted me with my changing mortgage, savings and retirement planning needs. Paul's advice throughout the years has put me in a strong financial position today."

  • "Both my adviser and the client service team have done a first class job. Very fast and efficient. Their care and attention made me feel I was their only client Well done"

  • "10 out of ten, excellent service from start to finish and more like a friend than client , many thanks"

  • "Very helpful. Easy to understand and contact. Thanks for your help!"