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 advisers are also 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 fifteen years, 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 or obligation and will assist individuals and families in formulating
the solutions to meet the funding requirement of care.
Care Asset Management are Corporate Founder Members of the Society of Later Life Advisers and can assist on a range of
topics as follows:
|