Private-capital-elderly-vulnerable

Elderly & Vulnerable Clients

It goes without saying that we’re all living longer. This bring its own set of worries and concerns but, with careful planning it can also be a time of great enjoyment, allowing you to spend time the way you want.

For many clients, the cost of care distracts from the enjoyment of a longer life. Its true care is expensive, and the framework regarding entitlement to state funded care and the extent to which the Local Care Authority will assist in meeting the costs. We understand this and using careful planning and expertise, we can give you the peace of mind that your assets can be protected for your family,

Planning isn’t simply about protecting your wealth in later life. You want to know that someone you trust is there to take care of your affairs in the event that you are no longer able to make decisions yourself. We will work with you to make sense of the complex laws surrounding mental capacity and prepare the necessary documents required to allow an attorney to help you. If appropriate, we also offer a Professional Attorney service.

We take pride in our ability to identify vulnerable clients and communicate with them in such a way to ensure they understand and can address issues relating to mental capacity.

Meet the Team

We’re passionate about providing the right solutions and driven to make a positive difference in everything we do.

"This is exactly why we like to work with people who understand the industry and can identify potential issues and create solutions."

Jon Saltinstall, Senior HealthCare Banking Consultant, Lloyds Bank