CARE ASSET MANAGEMENT

Care Asset Management are independent care fee funding specialists, authorised and regulated under the Financial Services Act by the Financial Services Authority and as such do not have any ties or links to any specific investment or insurance providers. As a consequence, Care Asset Management are suitably qualified and therefore able to offer recommendations which are "most appropriate" taking into account individual client circumstances and requirements. Care Asset Management are among the first to be awarded the new Later Life Adviser Accreditation for their skills in advising older people and a bulletin has been provided for this, available upon request.

For over a decade, the company has been one of the country’s leading independent specialists in retirement and care fee funding and the range of services offered include estate preservation, tax mitigation and wealth management. Care Asset Management are the appointed advisers on care fee funding to a number of local, regional and national organisations which include the National Care Association.

Care Asset Management operates throughout the United Kingdom with a team of regional managers enabling the company to combine the benefits of a national organisation with a localised service. Referrals made via CareAware offer an initial consultation without charge and will assist individuals and families in formulating the solutions to meet the funding requirement of care.

The services provided by Care Asset Management are normally remunerated by the institutions and organisations whose services are recommended, however, for clients who prefer, a fee based charging structure is also available.

Care Asset Management can assist on a range of topics as follows:

	Care fee funding
	Investing capital effectively
	Tax planning
	Other financial issues
	To Return to Previous Page