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Long Term Care

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As a member of SOLLA  (Society of Later Life Advisers)  we are one of three accredited independent financial advisers within a 50 mile radius of Shrewsbury. SOLLA was founded in 2008 as a not for profit organisation, to meet the need of consumers seeking later life advice. They aim to ensure that consumers are better informed about the financial issues in later life.

Increasing life expectancy ought to be a cause for celebration but, unfortunately, while many people are living longer, they are not necessarily doing so in good health. A retirement spent on cruise ships or golf courses is only the outcome for a lucky few as, on average, people can expect around a decade of poor health in retirement. As a result, long-term care is becoming an increasing and pressing need for many.

 
WAYS TO HELP COVER THE COST

Care home costs often come suddenly and can be difficult to quantify over the long term, especially because it is not easy to predict how long an individual will spend in a home. While the average time is just two and a half years, around one-fifth of those people going into a care home will remain there for more than four years.

While the bill for the average person may therefore be some £50,000 to £60,000, expenditure could run into hundreds of thousands of pounds for others, potentially using up almost all of the capital built up over a lifetime. Once private funding is exhausted, individuals will be reliant on state funding, which may not be as generous and they could therefore be forced to take a drop in the quality of their care.

That sounds bleak but there are ways to manage care funding in order to lessen the financial burden for an individual and their family. Our Financial Planners will be able to help guide people to the best options for their needs.

Wealth Management Service

The Wealth Management Service is designed for those who require Investment management, financial planning advice and who value an ongoing service with their financial Planner.

Investment Management Service

What is your current investment strategy? How much risk are you taking? Are your investments tax efficient and how often are they reviewed? These are all questions we can help you with.

Financial Planning

Are you certain that you are on track to meet all your financial goals? We can help you make smart decisions about money that can help you achieve your goals in life.

Retirement Planning

Can I afford to retire now? What are my retirement income options? How can I pass my pension funds down to my children? These are some of the questions we can help you with.

Tax & Estate Planning

We aim to enhance your existing wealth by producing the best returns via taking an appropriate level of risk whilst minimizing the impact of taxation and helping to transfer wealth to successive generations.

Trustee Investments

We work with many trustees to ensure that suitable investments are in place and are regularly reviewed to ensure their ongoing suitability.

Long Term Care

As a member of SOLLA (Society of Later Life Advisers) we are one of three accredited independent financial advisers within a 50 mile radius of Shrewsbury.

Business Planning

Many of our existing clients based in Shrewsbury, Telford and across Shropshire and Powys are business owners who require specialist financial planning advice.

Working with other professionals

We have a network of private client lawyers, corporate lawyers and tax specialists at our disposal.

Testimonials

I had a couple of pensions, which I wanted to combine. Having researched local financial advisers, it became clear Crown Wealth and Brian were highly recommended. Brian listened to what I was looking for and then made a solid recommendation. Once agreed everything was implemented as and when he said it would be. I am seeing growth over and above what was forecast and more importantly above ...

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Mr L. – Shrewsbury

I needed to trust someone that would listen to my needs and ensure that the decisions made were the right ones for my long term objectives. Brian took the time to personally review all my financial matters, including my business operations and properties. Brian was then able to forecast my future in order to meet my personal objectives and wealth.  I have regular meetings with Brian and his...

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Mr Williams – Local businessman

We have been meaning to write to you for some time now to thank you for all that you did for J. over the many years you helped her. She held you in great esteem and really appreciated the open and friendly way you helped her. Thank you.

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Mr P. – Somerset

I have neither the expertise nor time to maximise my investment opportunities. To seek professional advice was the best option for my wife and for me. Brian reviewed our combined and separate assets and devised a series of investment options for our appraisal and action. Liquid assets have grown well so far.

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Mr P. – Mid Wales

Required inheritance to be invested. Brian offered me trustworthy advice in a clear manner.

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Mr Jones – Shrewsbury

Both E. and myself have been extremely pleased with the results of the advice you gave us.

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Mr and Mrs G. – Wolverhampton

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