Who are you?
You’re soon going into long-term care, or you’re arranging the move on behalf of a loved one. You’re at peace with your decision, but you do have concerns about the legal and financial sides of things – especially when it comes to navigating legislation, Power of Attorney arrangements and perhaps even the sale of your family home.
You want to stay in charge of your money, but you also want to make sure it’s going to be working hard for you, so you don’t have to worry about meeting your long-term care lifestyle goals.
How we can help
Clear Financial Advice can help you take back control of your finances during this daunting and disruptive time.
From helping you choose the best way to fund your care all the way through to navigating the complexities of inheritance tax planning, we can make sure your important financial affairs are in order, leaving you free to focus on getting to grips with a different phase of life.
Plan ahead to protect your estate and make sure as much of your wealth is passed on to your loved ones as possible.
We give clients the Clear Advice Advantage
In a world of DIY financial apps, there’s value in sound independent advice. That’s why you won’t find an algorithm here. Better than that, you’ll build a real relationship with an Essex-based financial advisor and work together to achieve your best financial future.
We’ll develop a clear picture of your current situation and future aspirations, sharing honest advice to help you identify and articulate future life plans and set achievable goals.
With a destination in mind, we’ll help you to construct a financial plan to get you there, aligning retirement, investment and protection planning in harmony with your goals and attitude to risk.
We’ll use our understanding of your goals and risk attitude to deliver behavioural coaching, which develops your financial self-confidence through every life stage, with the long term in mind.