It's simple to arrange to speak to one of the Carewise-approved care fees specialists listed below.
1. Simply choose which adviser you would like a consultation with (they are organised into different regions in West Sussex but you are welcome to select any of the advisers.)
2. Click ‘Request a call back' and provide your name and contact details to receive a return phone call within one working day.
3. Or contact the adviser directly by phone or email.
We understand that you need to be confident that the care fees specialists will offer you appropriate, trustworthy advice. The consumer rights group Which? advise people to only speak to an adviser who is ‘a fully listed member of the Society of Later Life Advisers’. All of the Carewise-approved care fees specialists meet this criteria, and more besides:
David has over 25 years of care fees planning advice and is a full member of the Society of Later Life Advisers (SOLLA) which includes SOLLA Retirement / pensions.
As a Chartered Financial Planner he can also offer broad advice with regards Investments, Wills and Lasting Powers of Attorney.
Tel: 07830 533288
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.
Tel: 01903 550204 / 07941 115337
Andrew has worked in financial services for over 30 years and began specialising in long-term care advice in 1998. He has a diploma in financial planning and is an Accredited and advisory board member of the Society of Later Life Advisers.
Andrew won The Health Insurance Awards Best Long Term Care Intermediary 2009 and 2013 and was a finalist in 2015. He writes regularly for financial services publications, as well as the national press, and has appeared several times on BBC Radio talking about care fees planning.
Tel: 01438 360082 / 07771 604057
Kevin is an accredited later life adviser and has been a full member of the Society of Later Life Advisers since its establishment.
He advises clients throughout the South East of the country and beyond. With over 25 years of experience in the financial sector, Kevin has spent the last 18 years specialising in the later life sector.
Kevin is a senior member of the advisory team with a wealth of knowledge and experience in the financial issues of later life.
Tel: 01372 879114 / 07930 460547
Gordon is an Independent Financial Adviser with Prestige Wealth Planning Ltd, providing specialist advice on long term care fees planning and equity release mortgages for over 18 years.
Gordon is an Accredited Member of the Society of Later Life Advisers having completed his Advanced Financial Planning Certificate in Long Term Care and Protection. Having had direct experience of being the main carer for his elderly parents, Gordon is now able to use that personal and hands-on experience to advise people who find themselves in a similar position.
Tel: 02392 983761 / 07973 713194
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.
Tel: 01425 653263
Both Which? and the government-backed Money Advice Service say it is ‘crucial’ to seek expert independent financial advice.
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Page Reference: Book your free consultation Carewise West Sussex