Later Life Planning

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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 someone 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.

To understand more of what you might need to think about and the options available when planning for later life, download our free guide below

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Guide to Later Life Planning

Guide to Later Life Planning

Later Life PlanningInvestment Advice
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 PlanningHome Equity 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...
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Failing to plan is planning to fail.
Alan Lakein

Fiducia Wealth Management have a true gem with Susie as part of their team

My mother used Fiducia Wealth Management for her financial advice and was extremely satisfied with their service. Seeing first-hand what a sound company they were I was happy invest with them, and have to say am more than satisfied in having Susie Laws acting as my Financial Planner. She is extremely diligent in her work, incredibly efficient (I cannot stress that enough) and, well in short, an absolute delight to work with. Having someone who takes time to understand your needs, provide qualified advice which is genuinely in your best interests as well as always being on hand to answer any queries and to go the extra mile(s) to assist you is not that easy to find. Fiducia Wealth Management have a true gem with Susie as part of their team – it is a privilege to be their client.
Jo Purcell

Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.

For the past year, Susie has been actively involved in converting my pension investments, currently held in a SSAS, into a SIPP. Throughout the whole process Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.
John Mellanby Managing Director - Essex

My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this

Susie has guided me in terms of my pension and personal investments in a very professional way. My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this which has encouraged me to put further faith and business in her hands.
Mr Ashton

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
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Long Term CareNews & Case Studies

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As life expectancy continues to rise, so too do financial requirements in later life shift. Whereas once the average person could expect 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 working.

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.

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ECONOMIC UPDATE Q&A WITH MICHAEL HUGHES | Fiducia Wealth Management | May 2021
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