Later life financial planning services

Planning for long term care

Providing advice for elderly clients and for those concerned with planning for their future wellbeing is an extremely complex area requiring specialist knowledge and qualifications.

At Kreston Reeves Financial Planning, we have the experience and specialist expertise to help you plan effectively for the future, whatever it may hold.

We have SOLLA (Society of Later Life Advisers) accredited specialists in advising older clients on financial matters and follow a strict code of conduct. SOLLA is a ‘not for profit’ organisation which aims to ensure that consumers are better informed about financial issues in later life, and can find an Accredited Adviser.

We are often asked for advice shortly after our clients or their friends or relatives have been admitted to a care home. If this is an area which affects you or your family please do talk to one of our specialists for qualified and impartial advice on this most important area of financial planning.

We aim to develop long term relationships with our clients. We will review your options if your personal circumstances or the economic climate changes. We always endeavour to ensure that you benefit from our comprehensive expertise that extends from investments and wealth management to planning for long term care. As part of Kreston Reeves Group, you will also benefit from expert, specialist tax planning advice at every stage of your relationship with us.

Expert guidance from Kreston Reeves Financial Planning Services

Our team of financial planners will take the time to understand the circumstances and financial situation before making any recommendations. We can find out information about any entitlements you may have. You can rely on our honest and unbiased advice to take in the whole of the marketplace and identify what will work to your best advantage. We can then tailor the options to suit your needs.

Get Financial Planning Services across the South East

Please contact us to discuss how our experts across the South East may assist with your own particular circumstances.

© Copyright Kreston Reeves LLP 2024. All rights reserved. Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Kreston Reeves LLP is a Limited Liability Partnership registered in England and Wales with registered number OC328775. Kreston Reeves Financial Planning Services Limited is an appointed representative of Craven Street Financial Planning Limited (Registered in England and Wales: 03852054. Authorised and regulated by the Financial Conduct Authority: 135202). Kreston Reeves Financial Planning Services Limited is registered in England and Wales with registered number 13241966. Kreston Reeves Private Client LLP is regulated for a range of investment business activities and licenced to carry out the reserved legal activity of non-contentious probate in England & Wales, reference number C002168789. Kreston Reeves Private Client LLP is a Limited Liability Partnership registered in England & Wales with registered number OC342713. Registered office: 37 St Margaret’s Street, Canterbury, Kent CT1 2TU.