Later Life Planning
Later Life Planning often involves a number of complex decisions and it is important to find an adviser who is not only highly qualified but also that you can trust and rely on.
At Fiducia we have extensive experience of helping clients plan for later life, whether through pensions and investments or more specialist areas of advice such as Long Term Care.
Whatever your circumstances we take the time to understand your needs and to explain your options in plain English, ensuring you are equipped to make the right decisions and feel secure in the knowledge that your later life arrangements are well managed. For more financial advice for the elderly please contact our team today who will be happy to help.
Long Term CareNews & Case Studies
So what now for Social Care?Posted in Long Term Care on 22.06.17 Read The Queen’s speech on 21st June remained silent on the issue of Social Care and the reforms proposed in the Conservative...
Who will care for you in old age?Posted in Long Term Care, Pensions & Retirement on 05.12.16 Read As a population we are living longer, and with an ageing population the need for care is growing, with the time spent in care...
Cap on Care Costs DelayedPosted in Long Term Care on 22.07.15 Read After much speculation the Government have confirmed that the second phase of the Care Act 2014, planned to come into force in...
Sarah Travers becomes an Accredited Later Life AdviserPosted in Long Term Care on 12.05.15 Read We are delighted to announce that Sarah Travers has achieved accreditation with the Society of Later Life Advisers (SOLLA)...
NHS Funded Care – What You Should KnowPosted in Financial Advice, Long Term Care (+1 more), on 19.02.15 Read Fiducia adviser Sarah Travers explains NHS funded care and what you could be entitled to in the future.
A Guide to Long Term Care PlanningPosted in Long Term Care, Equity Release on 18.07.14 Read Sarah Travers, Financial Planner at Fiducia Wealth specialising in advice for the elderly, explores Long Term Care Planning in...
Lasting Powers of AttorneyPosted in Guest Editor, Inheritance Tax (+1 more), on 05.06.13 Read Sue Mullis of GoodyBurrett LLP For most people today, life is busy and often complex. Apart from our working lives, our...
As life expectancy continues to rise, so financial requirements in later life shift. Whereas once the average person could bank on a retirement lasting ten years or so, now it is not uncommon for people to live for 20, 30 years or more after they finish work.
Planning your finances for later life must take this potential longevity into account. It can often involve a number of complex decisions, making it important to find an adviser who is not only highly qualified and knowledgeable but also someone you can trust and rely on.
At Fiducia Wealth we have extensive experience of helping clients through the process of later life planning. With our team of award-winning investment specialists and wealth strategists, we can help turn your assets into a long-term source of income to see you through many happy years of retirement.
At the same time, we can help you to make contingency plans to cover the potential costs of long term care without wiping out the estate you wish to leave behind.
Whatever your circumstances, we take the time to understand your needs and to explain your options in plain English, ensuring you are equipped to make the right decisions and feel secure in the knowledge that your later life arrangements are well managed.
How we can help
- Investment Advice: Our team of financial planning experts will help to ensure your investments and savings are arranged to support you throughout later life. We will always advise on the best strategy for your individual circumstances, whether that be focusing on protecting wealth or generating additional income streams. Find out more about our investments and savings services here.
- Long term care: How to fund potential care needs in later life is a major concern of many people as they get older. Our approachable and friendly professional team will explain the complex funding landscape for later life care in plain terms, and then help formulate a plan that works best for both you and your family. Read more about long term care funding here.
- Home equity release: Releasing equity from your home is often a viable way of covering your financial requirements in later life. Read more about how we can help you access the wealth locked into your home and still remain living in it.
For more financial advice for the elderly please contact our team today who will be happy to help.