Long Term Care
and Later Life Planning
Specialist long term care and later life planning to make the most of later years.
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.
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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Our Expert’s View
In a world where people are generally living longer lives, it’s important that we ensure we’re looking after our arrangements...
Frequently Asked
Questions
Absolutely not. Your first meeting, typically lasting an hour, is at our expense and is the opportunity for you to decide if you would like to work with us. It is also an opportunity for us to ensure that we can add value for you before proceeding any further.
We are based in Ruddington and also have office space in Mountsorrel near Loughborough as well as central London. For directions to our Ruddington office please visit our About Us page.
We would always suggest, where you are comfortable and where practical, that your initial meeting is held face to face. We also have Teams conference calling and are happy to speak over the telephone. Call us today and one of our team will be happy to set up an appointment time, day and method that suits you best.
We offer Personal Planning, Business Planning and Mortgages & Protection, including Final Salary Pension Transfer Advice. If there’s an area which we can’t offer assistance on we will help you source alternatives if suitable. We would be happy to run through everything that we offer in an initial, no obligation meeting.
All of our fees are agreed upfront and before any chargeable work is carried out, providing you with the peace of mind that you understand exactly what you’re paying. We also offer a range of payment methods. Our planners are happy to discuss our fee models in an initial, no obligation meeting and will always provide a bespoke proposal for your consideration.
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‘The Bridge’
Communicating with our clients is important to us, so we create our very own 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.
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