Later Life

Later Life Planning – sound financial advice for later life

We are all living longer and with this longevity comes the need to make financial decisions and preparations that previous generations had never needed to consider.

  • How to fund care
  • Protect your wealth
  • Equity release
  • Gifting of assets
  • Trusts and wills
  • Lasting Powers of Attorney

Later Life financial planning has become increasingly complex and providing financial advice to people approaching their later years is a highly specialist skill. Not only does it require in-depth and specialist knowledge of the financial solutions available, it also requires the ability for empathy and sensitivity in regards to what can be a highly emotive subject.

Whether you require basic guidance, specific help with an issue or are in a moment of need, through our independent financial services business, FB Wealth Management Ltd, we have the expertise to secure peace of mind and financial security for you and your loved ones.

Call us on 0333 11 222 00  or complete our enquiry form to arrange a free consultation, with no obligation.

Follow this link to their Website.

FB Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.  The Financial Conduct Authority does not regulate advise on trusts and will writing services.