Later life care

As we age, we will often need to make some changes to the way we live – and that means being financially prepared for those adjustments. We can help you and your loved ones plan for your later life needs with confidence.

We’ll help you…

Plan for the costs

Wondering how you’ll afford the cost of any care you might need in the future can cause a great deal of worry. We can help set your mind at ease.

We’ll analyse your current situation and the funding options available to you, then build a plan that factors these in.

Make more informed decisions

Planning for later life care can unearth some uncertainties. You might be confused about what it means for your finances in the long-term, or the implications on your family.

We will ensure you have a clear understanding of the process, so you can make more confident and informed choices.

Plan your estate

Planning how to leave your legacy can be complex, and you’ll want to know that your money will be protected and passed on effectively to future generations.

We can ensure your wealth is transferred to the right hands, and that any tax payable on your estate is minimised.

Who we work with

No matter where you are in your life, we can help you make the right decisions to encourage long-term financial security. Find out more about the kinds of people we work with.

Young, free and independent

As a young professional, you’re just starting to successfully build your career – and your money, too. We think there’s no better time to start thinking about the future.

Settling down

We understand that this stage in life is all about providing for and making memories with your family. We can help you make the most of this time, while also saving for the future.

Planning for retirement

We believe the key to a successful retirement is to act as soon as you can – whatever age that may be. With our support, you can have peace of mind that your future is being cared for.

In retirement

Retirement is something you’ve earned through many years of hard work – and we believe financial worries shouldn’t get in the way of enjoying this time.

Final salary pensions

Transferring away from your defined benefit/final salary pension is a big, irreversible decision that shouldn’t be taken lightly. It’s therefore necessary for you to seek independent financial advice if you’re considering this.

Strategic SolutionsΒ and Strategic Solutions Chartered Financial Planners are trading styles ofΒ Strategic Solutions Financial Services which is authorised and regulated by the Financial Conduct Authority, Number 525733.

Principals: Kevin Forbes, Jefferson Fawcett, Giles Wellington, Allan Cruse, Nathan Harris.

The Financial Conduct Authority (FCA) does not regulate all of these products and services. To ensure we carry out your instructions accurately, to help us to continually improve our service and in the interests of security, we may record and monitor your telephone communications or conversations with us.Β Β Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.