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 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.

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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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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.

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