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Tim Anstee, Director 

The Wealth Care Partnership Limited

Request a call back from Tim Anstee

Tel: 01425 653263

Email: info@twcp.co.uk

Tim became a financial adviser in 1997 and since then has focused on advising retired clients and people in later life on investments, long term care and tax planning. As a testament to his excellent client care, Tim is still looking after a large number of his original clients, and in many cases, their extended families too.

Tim is highly experienced and fully-qualified to advise on financial solutions to later life clients. A Chartered Financial Planner and a member of the Personal Finance Society, Tim won the award in 2011 for 'The Best Long-Term Care Intermediary'. He has been accredited with the Society of Later Life Advisers (SOLLA) since 2010 and is presently the SOLLA Regional Co-ordinator for Hampshire.

Gill Lynes, Senior Financial Planning Manager

Carpenter Box Financial Advisers

Request a call back from Gill Lynes

Phone: 01903 534587 / 07464 821165

Email: sales@carpenterboxfa.com

Gill has over 30 years’ experience working in the financial services sector and joined Carpenter Box Financial Advisers in 2016.

Gill specialises in later life financial planning solutions, and  helps clients and their families cope with the often complex areas, such as planning for care fees and inheritance tax mitigation.

Gill is an accredited member of the Society for Later Life Advisers (SOLLA)  which holds its members to the highest levels of professionalism in financial advice.

Tom Scott, Director

Care Advice Service

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Email: tomscott@careadviceservice.co.uk

Phone: 01903 550 204 or 07941 115 337

Tom has worked in financial services since 1986 and has been specialising in providing advice to those paying for care since 2002.

Tom says "This area of financial advice is highly rewarding as our work makes a tangible difference to our clients' lives. The people I see want to ensure that their care fees are secure for their lifetime whilst preserving some assets for loved ones."

Tom is a member of the Society of Later Life Advisers through the attainment of the Financial Skills Partnership’s Later Life Accreditation.  He is also a member of the Personal Finance Society by Diploma and holds a specialist long term care qualification and the Advanced Financial Planning Certificate from the Chartered Insurance Institute.

Karen MacDonald, Independent Financial Adviser

Monetary Solutions Limited

Request a call back from Karen MacDonald

Phone: 07970 179413 / 01403 288078

Email: care@monsols.co.uk

Karen lives in Horsham and has been in financial services for over 30 years and with Monetary Solutions, a firm of all female advisers, since 2013. 

Karen understands the stress that comes with planning for how to pay for long-term care. You can’t put a price on knowing you can live in your preferred home without the nagging fear of “Are we always going to be able to afford this?”, whether that’s in a care home or your own home. Having your finances in order brings immense peace of mind and leaves you to enjoy your life. 

As a member of the Society of Later Life Advisers (SOLLA), Karen holds their Retirement Standard and is fully accredited to advise on Care Planning solutions, Equity Release, holding specialist qualifications for each. 

(Karen is awaiting her 'Buy with Confidence' membership.)