LONG TERM CARE AND
LATER LIFE PLANNING
Specialist long term care and later life planning to make the most of later years.
WE’RE LATER LIFE
PLANNING SPECIALISTS
The good news is that we’re all living longer. But we now also have the challenge of ensuring that we have adequate resources for those later years.
Long term care and later life planning can be complex and time consuming, so we’ll give you specialist advice you can trust.
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People We’ve Helped
Meet Rob
‘I realised that I needed professional advice, because this is the one thing I had to get right. Shaun has taken the time to get to know us as a couple and as a family and understand our lifestyle. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things.’
Meet Di & Trevor
‘People just don’t understand what’s possible without taking financial advice and we certainly didn’t think that this lifestyle would be possible. You do need to get professional advice, you can’t do this alone. Thanks to Sue and the Riverfall team for pulling out the stops and enabling us to have a financial future we didn’t think was possible.’
Meet Viv & Steve
‘It’s such a massive decision and you worry about who you can trust. We had a great connection with Jessica and trusted her instantly. Thanks to Jessica and Riverfall we are now happily retired, sooner than we had thought possible.’
Meet Lindsey
‘Trust is so important. For me it’s more than trust though, I have to like the person I’m dealing with, feel they’re on my wavelength and can understand where I’m coming from and what my husband and I want from our retirement planning’.
How we can help
with YOUR LATER LIFE PLANNING
Careful and
considered advice
If you need to consider the services of a care home for yourself or an elderly relative, you can rely on us to help you with the later life planning process. The complexities of the many decisions you or your family may need to face when looking at issues such as long term care funding, inheritance tax or equity release will need careful and considered advice.
Creating a plan
for later life care
We can manage the detail such as calculating the cost of long term care home fees to ensure that you or your relative won’t run out of money in later life. We also factor in any additional support the State may be able to provide according to your individual circumstances. By creating a plan for later life in advance, you can identify if there may be a shortfall and we can advise on a strategy to help keep you on track.
OUR EXPERT’S VIEW
If you want to know how much money you should be saving for your later years, we can help you to visualise your financial future so that you can plan ahead with confidence.
Shaun Brennan DipPFS BSc (Hons), Financial Planner
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Let’s talk
Do you want expert later life planning to make the most of later years?
Book your free initial consultation with one of our expert financial planners.
WHAT OUR CLIENTS SAY
We are proud of the feedback we’ve had from more than 200 client surveys and our overall satisfaction score is 93%. What our clients think of our service is what matters most to us.
Read Our Magazine
‘The Bridge’
Communicating with our clients is important to us, so we create our very own in-house magazine, into which we pour the expertise of the Riverfall Financial team.
It’s free, it’s exclusive and it’s full of insight on how your money can help you make the most of your life.
How can we help you?
