Helping you identify and prioritise your long-term objectives
You may have found our site as you are involved with the planning of care for your parents or a close relative. Below we have tried to answer a few of the initial questions we are often asked in relation to our Care Fees Planning services.
Two of our Chartered Financial Planners are fully accredited members of the Society of Later Life Advisers (SOLLA):
– Peter Magliocco – Chartered Financial Planner
– Matt Bond – Fellow Chartered Financial Planner
As members of SOLLLA they must have attained a specified number of qualifications and are required to maintain a level of knowledge in this area.
In order to be accredited, a live assessment via a formal interview is undertaken and must be passed which covers both technical knowledge and soft skills. This assessment is revisited on a regular basis (https://societyoflaterlifeadvisers.co.uk/About).
Wingate Financial Planning is a multi-award winning, independent, Chartered Financial Planning business, further details of which you can find under the ‘Professional Excellence’ menu on this site.
We are very aware that this is likely to be an emotional time for you with important decisions that need to be made around finances and the best type of care for your loved one.
We aim to provide clear advice so that those involved can make informed decisions, in the knowledge that the individual needing care has the resources to meet the cost of their fees indefinitely and importantly in an environment of choice.
We can navigate you through the care options available and assist you in making an informed and tailored decision.
The first step is an initial conversation with you and then if appropriate hold an initial exploratory meeting, the costs of which are borne by us. During this initial meeting we would usually cover the following:
You / the person requiring care story along with your goals and objectives
Potential allowances and assistance available from the State
The options available and the considerations around these
The role and responsibility of the Local Authority
The legal power to act for the person needing care – Powers of Attorney / Court of Protection
Agree how to move forward
As mention the cost of an initial chat and any exploratory meeting is borne by us so if you feel we may be able to help you please contact either Matt or Peter on 01883 332261.
Download the full PDF version of our “Funding for later life care provision white paper” & our “Proposed Reform to Adult Social Care Timeline”
Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.
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