A complete comprehensive service

At Care Planning Associates Ltd, we specialise in long term care financial planning. Offering a friendly and confidential service either at our offices or in your own home, we will provide a report detailing financial needs and recommendations, based on your own personal situation.

As specialists in the field of long term care planning, we have close links to care homes, solicitors and estate agents to ensure that all the professional services you need are experts in providing the help and advice at this sensitive time.

We will help you negotiate with the governmental agencies to ensure you are maximizing the support available, such as claiming attendance allowance, nursing care contributions, the 12 week housing disregard and any other state benefits.

Typical problems and issues we can help you with:

Finding the right care home
Applying for state benefits
Identifying the best way to fund care
Importance of wills and power of attorney
Inheritance tax planning
Protecting your assets for your family

What we aim to do:

Assessment of your financial needs
Shortfall analysis
Advice on state benefits
Provide independent financial advice and product selection
Tailor made personal report and recommendations
Offer ongoing advice and reviews

As specialists in long term care financial planning, Care Planning Associates Ltd offer a complete comprehensive service. For a free initial confidential review or how we can help you, please contact us 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.