financial advice and planning
"It was excellent knowing that there was someone who was an expert in care and 100% reliable who I could trust to get everything sorted out in my aunt’s best interest."
From pre-retirement planning to considering how to meet care fees
Getting the right financial advice from a specialist is vital to ensure you make the most of your money. We only work with qualified advisers accredited to the Society of Later Life Advisers (SOLLA). Not only do they understand the complexities of financial needs in later life, but they have demonstrated expertise and integrity in helping people to make clear and informed decisions.
What sort of advice can you offer?
We will provide you with access to independent advice tailored to your circumstances. Our advisers can review your existing investments; help to maximise the return on a final salary lump sum; offer guidance on pension annuities; and guidance on the options available to fund care.
How soon should we think about planning our finances?
It's never too soon to start putting plans in place to finance your retirement. You can contact time4care for personal advice up to 5 years before you retire.
What are the options for funding care?
Your financial adviser will assess your individual circumstances and requirements so that they can determine income levels, future care costs and potential shortfalls. Solutions may include the purchase of a Care Needs Annuity and/or investing for capital growth, income generation or both.