Delivering what you really need

We believe financial and legal advice should take you to the stage where you can make clear and informed decisions, happy in the knowledge that you have received all the information and options needed to reach those decisions. We are able to offer our clients a path through later years, providing holistic advice on a wide range of legal and financial issues.

Care funding "There is no right or wrong way”. Care needs constantly change, and we work with clients and families to provide advice tailored to the person requiring care specific needs. With careful planning, it may be possible to structure an individual’s finances in such a way that care fees can be paid indefinitely without diminishing all their assets.

Equity Release “Achieving your financial goals”. As part of planning for the future, or to help maintain or enhance your standard of living in retirement, you may wish to down-size, give your property away by way of a loan or release equity. We can advise and explain all options regarding the costs, risks involved and its effect on things such as inheritance tax, needing care and entitlement to means tested benefits.