Steve works with vulnerable clients, as well as their deputies and attorneys.

Our Father was moved into residential care due to him losing the ability to live independently and we had heard about Wingate through a friend of ours who recommended that we should speak to Steve Trinder who they had being dealing with for around 10 years.

After an initial telephone discussion we agreed to meet Steve at Caterham and he took time to understand our Father’s needs and explained the options that he should consider in meeting his care fees. We were concerned that the money that our Father had, would run out and our Father had decided that his property would have to be sold to pay for his care. As we had a Lasting Power of Attorney (LPA) in place we were able to assist our Father and the property was in the process of being sold when we met Steve.

Steve reviewed the LPA and provided an overview of our Father’s entitlement to financial support. Due to his low income Steve pointed out that a temporary claim for 12 weeks would be available because of the level of savings that he held. This information was most helpful and we agreed to engage Steve to provide advice. A report followed that set out the options and the likely outcomes for our Father’s future cashflow including the value of his assets given the cost of his care, with consideration to ‘inflation’. This was extremely useful in helping us understand the options and we agreed to receive Steve’s recommendations in light of the reports findings.

Following Steve’s advice and recommendations we arranged a Care Plan and had money left over to retain for any significant change in our Fathers circumstances. We have put this money aside and again with Steve’s help managed to invest some of it in a cautious way.

The benefit to our Father is that he knows he is secure in the care home that he lives in for the rest of his life. This gives him peace of mind and provides the same to the rest of his family.

Since our Father’s experience, we have introduced our cousin to Steve as their parents have also both moved into a care home.

As our clients typically demand the utmost confidentiality, some of the information in this case study has been changed.

Other Case Studies

Planning for the future: Sean and Amanda Ackroyd

Peter helps individuals to build a robust financial plan that highlights the most efficient way to achieve their lifetime goals, and the steps they should take along the way to maximise their chances of arriving where they want to be. Read more →

Follow us

Stay in touch with our latest news and views

Register for updates

We issue regular updates which cover current employee benefit topics. Please enter your email address if you would like to receive these.

 Thank you, you have been added to the mailing list, and will receive our next quarterly update.
 Please fill out the missing fields