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Later Life Planning

Home 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.

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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.

Later Life PlanningInvestment and Savings
As you approach later years your ability to...
As you approach later years your ability to accumulate additional wealth usually ceases with retirement from paid employment.
Find Out More
Later Life PlanningLong Term Care
With life expectancy increasing the likelihood...
With life expectancy increasing the likelihood of needing some form of care in later life is ever more probable.
Find Out More
Later Life PlanningEquity Release
For many our home is our most valuable and...
For many our home is our most valuable and most valued asset, however, in later life it may be desirable to access some of the capital value held in the...
Find Out More
Later Life PlanningCare Fees Planning Guide
Understanding the myriad of options when...
Understanding the myriad of options when looking at long term care for yourself or a loved one can be difficult.  At what is often an emotional and...
Find Out More
How paramount the future is to the present when one is surrounded by children.
Charles Darwin

We look forward to the future now as the past has been very stressful

We would just like to say thank you for the meeting this afternoon, we feel that we have made the right choice in putting our financial Investments with you.  It is a time of change for us and it is important that we feel someone is there to guide us as we move into a new chapter in our lives. We look forward to the future now as the past has been very stressful, and although it gave us financial security, it came at a high cost health wise.  A new less hectic life awaits us although I will have to stop spending so much on little rewards!
Fiducia Client

My thanks to you and the team for your help

You may recall that our affairs were so fragmented that I had to resort to A3 paper in order to be able to read the print out of my spreadsheet. I am pleased to say that I am now back to using A4 paper, so matters are becoming simpler and clearer. My thanks to you and the team for your help with this (and for saving a few more trees).
Fiducia Client

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers.

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers. Their careful analysis of my risk profile and their choice of funds for me have increased the value of my portfolio despite the global market upheavals of recent and less recent memory. I find their regular market surveys distributed to clients to have an impressive depth of knowledge. I have no hesitation in recommending their services to friends and family and will continue to do so.
Mr Brown Solicitor, Hadleigh in Suffolk

Fiducia have treated me so well over the years moving my money around, so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to ‘safe’ investments.

I have had my pension with Fiducia for many years. I am not a big investor. Fiducia have treated me so well over the years moving my money around, so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to 'safe' investments, as the referendum was about to happen and as we have seen this was excellent advice. This is why they are so good. They suggest actions to the client and are in frequent contact. Previously I was with two different companies and was basically left alone and when I was contacted, it could be from any number of people, whereas the same person has always dealt with me at Fiducia. I have watched this company grow, always putting the client needs first and not just those with large pension pots!
Mrs Clibborn Business Owner, London

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest.

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest. The communication, commentary and advice that they regularly issue is valuable and reassuring in these volatile times.
Mr Lansdown Business Owner, Brighton, Sussex

You are always so calm, courteous and reassuring.

It is always a pleasure to speak with you on the telephone. You are always so calm, courteous and reassuring.
Mrs Scott Retired, Colchester
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Long Term CareNews & Case Studies

Funding future care costs

Daniel Kern, Senior Financial Adviser Posted in Long Term Care, Equity Release on 09.08.17 Read  ‘The tragedy of old age is not that one is old, but that one is young’

So what now for Social Care?

Fiducia Wealth Management 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?

Fiducia Wealth Management 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 Delayed

Fiducia Wealth Management Posted 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 Adviser

Fiducia Wealth Management Posted 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 Know

Fiducia Wealth Management Posted 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 Planning

Fiducia Wealth Management Posted 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 Attorney

Fiducia Wealth Management Posted in Guest Editor, Inheritance Tax (+1 more), on 05.06.13 Read Aileen Hirst of GoodyBurrett LLP For most people today, life is busy and often complex.  Apart from our working lives, our...
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Gain further insight to all things financial

Watch the Fiducia YouTube channel for our Economic and Market updates.

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Fiducia Wealth Management | 2017 December Webcast

New lease of life

Susie Laws, Senior Financial Adviser Posted in Pensions & Retirement,
on 04.01.17
Read
Pensioners embracing the benefits of retirement and new-found time As with any new life stage, planning often helps a smooth...

Market matters

Gordon Kearney, Director and Financial Adviser Posted in Fiducia News,
on 04.01.17
Read
Don’t let current global uncertainties affect your financial planning It’s important not to let current global...

Wealth preservation

Gordon Kearney, Director and Financial Adviser Posted in Inheritance Tax,
on 04.01.17
Read
Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue &...

ISA returns of the year

Gordon Kearney, Director and Financial Adviser Posted in Financial Advice,
on 04.01.17
Read
Taking control over where your money is invested tax-efficiently A new tax year is nearly upon us – and that means for all...

Award Winners!

Fiducia Posted in Fiducia News,
on 04.01.17
Read
Fiducia Wealth Management are delighted to have been awarded Adviser of the year (East Anglia and the Midlands) at the...

Will you make provision for all those you hold dear?

Daniel Kern, Senior Financial Adviser Posted in Fiducia News,
on 04.01.17
Read
Getting your affairs in order and planning what you want to pass on to loved ones Writing a will may seem daunting, and with...
Latest News from Fiducia



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