Care Fees Help

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Care Fees Planning - Our Service

After a full and detailed gathering of your or your relative's needs, assets and circumstances, we will discuss with you what we think is appropriate in the circumstances.

If we both agree that we can help then we will prepare a written report for your consideration. This will take account of any benefits you your relative may currently be receiving and highlight any that might be lost when, for example, their home is sold to finance fees.

We would normally complete all forms at a personal meeting; if you are situated a long way from our offices then we can send you the factfind and client agreement in the post. These are also available online and can be downloaded by clicking the links on the right

What will we recommend?

We develop individual solutions for clients, so we can't answer this until the client has given us all the facts and figures upon which to base any recommendations. We are also acutely aware that this is only part of the story, as the emotional side of the equation must also be considered.

We need to construct a solution which takes into account the client's health, potential lifespan, income, care fees payable and capital available, so the solution may be considerably different from one individual to another.

There is no one "product" that will satisfy all needs. A combination of investments, all carefully calculated to provide income and capital preservation based on agreed assumptions regarding growth potential and risk analysis, can help to achieve our clients goals.

Our Remuneration

Our remuneration scale is infinitely flexible and is in the spirit of the Financial Services Authority Retail Distribution Review paper towards Customer Agreed Remuneration. We also wholeheartedly support the regulator's initiative on Treating Customers Fairly and have never knowingly treated our customers in any other way over the years.

Care Fees Help is a trading style of Asset Investment Management Ltd, Drayton Old Lodge, Drayton, Norwich, Norfolk, NR8 6AN
Independent Financial Advisers

Tel 01603 869988

Authorised and Regulated by the Financial Services Authority No 462797. Registered in England and Wales
company registration number 5880144.

Tax advice is not regulated by the Financial Services Authority