01392 411159 advice@aquilafm.co.uk

Long Term Care

Giving options for planning and paying for long term care

Care Planning Associates

We aim to help people from the moment they realise the need for long term care and in all areas associated with this.

Care Planning Associates a division of Aquila Financial Management Ltd specialise in advice to help individuals and families answer questions and provide solutions for long term care needs.

We aim to work with you from the outset, giving options for planning and paying for long term care, whether it be in your own home or within a care environment. Financial advice is just a small part of what we do.

We are committed to our clients far beyond the investment process.

Our work will often involve the following:

  • Detailed analysis of client’s affairs
  • Identification of care needs
  • Financial analysis of all current investments
  • Legal review
  • Advice on Local Authority stance and new legislation
  • Identification of a suitable care home
  • Assistance in claiming benefits, now and in the future
  • Shortfall analysis (fees minus income)
  • Funding recommendations
  • Tax planning
  • Ongoing review of funding and care needs

For a free initial confidential review or how we can help you, please contact us today.

Care Planning Associates is a division of Aquila Financial Management Ltd who provide unbiased advice, fully supported by the resources, research and technical expertise you would expect from a quality firm of Chartered Financial Planners.

These include:

  • Inheritance Tax mitigation
  • School Fees
  • Permanent Health and Accident Insurance
  • Life Assurances
  • Mortgages – Residential and Commercial
  • Annuity Purchase
  • Long Term Care
  • Pension and Divorce

To talk more about your situation and the ways that we can help please contact us using the details below.

Care Planning Associates,
Aquila Financial Management Ltd,
52 Queen Street,
Exeter,
Devon, EX4 3SF
Telephone: 01392 411159
Mobile: 07810 481248
E-mail: chris.lee@aquilafm.co.uk

The FCA does not regulate Wills, some forms of inheritance tax planning, advice and guidance on care home selection and beneļ¬ts.

Aquila Financial Management Ltd is authorised and regulated by the Financial Conduct Authority (161585). Registered in England Company Number 4198807.

Care Planning Associates a division of Aquila Financial Management Ltd, 52 Queen Street, Exeter, Devon, EX4 3SF

Society of Later Life Advisers

Society of Later Life Advisers

Chris Lee is an accredited member of the Society of Later Life Advisers