Planning for later life

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Planning for long term care

Providing advice for elderly clients and for those concerned with planning for their future well being 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.

Our advisers Paul Howson and Lee Hayward are members of SOLLA (Society of Later Life Advisers). SOLLA members are 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 our specialists today without obligation 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.