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Our work will often involve the following:

  • Detailed analysis of client's affairs
  • Identification of care needs
  • Financial analysis of all current investments
  • Legal review
  • Advice on Local Authority Assistance and New Legislation
  • Identification of a suitable care home
  • Assistance in claiming benefits, now and in the future
  • Shortfall analysis (fees minus income)
  • Funding recommendations
  • Tax planning
  • On going review of funding and csare needs

For a free initial confidential review or how we can help you, please contact us today.

Care Planning Associates is a division of Aquila Financial Management Ltd who provide unbiased advice, fully supported by the resources, research and technical expertise you would expect from a quality firm of Chartered Financial Planners.

These include:

  • Inheritance Tax mitigation
  • School Fees
  • Permanent Health and Accident Insurance
  • Life Assurances
  • Mortgages - Residential and Commercial
  • Expatriate Investment Planning
  • Annuity Purchase
  • Long Term Care
  • Pension and Divorce

Telephone: 01392 411159