For financial advice and assistance with long term care, welcome to Care Planning Associates Ltd.
Based in Exeter in Devon, but covering the whole of the UK, our team provides financial advice and assistance to people and their families facing long term care issues. We aim to provide a tailor made personal service to meet all of your care planning needs. We are a small, friendly professional team providing independent financial advice.
From the day we first meet we will carefully
assess the needs of the person going in to care and provide
you with a comprehensive report detailing the most cost effective
options of funding care whilst
aiming to preserve assets and minimise taxation.
We recognise that your needs will change as will the cost of care and therefore it is important to maintain our relationship in order to provide ongoing advice and assistance in to the future.
For a free initial confidential review or to discuss how we can help you, please contact Care Planning Associates today.
Care Planning Associates Ltd is a trading style of Chris Lee,
which is authorised and regulated by the Financial Services
Authority.
Chris Lee is entered
on the FSA register (www.fsa.gov.uk/register/)
under reference 466590.
The FSA does not regulate Wills and some forms of Inheritance Tax Planning.
This site is intended for UK residents only.