Why We Care

DadMy lovely dad lived with Dementia for twelve years. In the last three years, my 78 year old mum could not cope with being a full time carer, and like many of her generation, all the wealth was in the family home. She needed help with my dad and needed some time to herself too, but financially found it difficult.

This is when I first got personally involved with the care system. I had been advising clients for years on the financial aspects of how to fund care, but quickly realised this was not enough. Social Services, who are generally the main point of contact, are often underfunded and do not have the resources to offer help in all cases.

I found a lot of information on the internet, but it was not personalised to my needs and I needed to spend a lot of time sifting through to find out what was relevant to me and my family.

My day job for many years has been as a Chartered Financial Planner – an independent financial adviser – advising on all aspects of financial services. However, I realised that much more was required when looking after clients who themselves, or members of their family, needed care.

So I have set up a care arm of the practice where I work, giving advice on all aspects of care – state benefits, the correct assessments that need to be done, help people find the right care, as well as help with funding care using existing resources. Basically support for you and your family at what can be a very emotional time.

We are building up relationships with local experts who can also help you and your family, so you have a place where you can be assured of good advice and support in your journey.

I really look forward to working with you.