Financial Planning for Retirement and Care
Why do you need it?
- Average Cost of Care needed after 65 is £167,000.
- You may have to sell your house to pay for it.
- Social Services Providers offer only a limited choice in cost and quality.
- State Pension is not adequate, only covers basic living costs.
- You need to plan in advance to maximise available cash resources for retirement.
- Planning will allow you more control and flexibility in advance.
Services that we offer.
- BRONZE - Review and report of current situation with options to improve.
- SILVER - Review of the above and implementation of strategy to help you.
- GOLD - Annual Financial Health check and performance monitoring.
- Service provider list and health check on quality and value for money.
- Inheritance Tax planning and returns.
- Basic Wills, Trust advice.
- Partnership with local Investment broker FSA regulated.
- Pension forecasts and projections.
- Pension Tax returns.
Contact James Robertshaw FCMA CIMA Member in Practice.
