Protect Preserve & Prosper

Later Life Support Services

Protect, Preserve & Prosper provides Independent Financial Advice to those needing Later Life and Care Fees Planning support in North Shropshire, North Wales and the surrounding areas.

We understand that finding the right adviser can be a daunting and confusing process so we aim to make it as straightforward as possible. 

Our Later Life Support Service is personal to you and we discuss with you and your family, if needed, your individual needs and expectations. 

The Later Life support and planning services encompasses, Wills, Powers of Attorney, Trusts and of course strategies to help you pay for the help you may need - whether in your own home, respite care or full residential care.

We understand and appreciate that passing on as much of your hard earned savings to the next generation is often a priority for many people in later life. However family members are often looking for peace of mind that loved ones recieve the very best care available. Prioritising and balancing the two is the key to everyones peace of mind.

Establishing the facts and options available to fund care costs, in the most cost and tax efficient manner, can leave all parties confident that the decisions made were the most appropriate with the assets available.

Advisers who choose to offer advice in care fees planning need a combination of specialist qualifications, technical knowledge and also the ability to communicate with families at times when they are experiencing increased levels of concern regarding their loved ones health and welfare. Or clients would say that we fit the brief well.

Once we have established your needs taking into account state support, we then take the time to help you understand the options available to you. We are happy to back up our discussions with the facts and plain English explanations of actions suitable for you. We see this as key part of our service and we believe it puts you in a stronger position to take suitable action.

Once you are ready to take any action we will of course be happy to assist you with the implementation of your plans and if needed monitor and review them with you on an ongoing basis.

We are confident we can add value and leave you both comfortable and confident in the decisions you make. 

We are professional, friendly, approachable and happy to answer any questions you may have without obligation. 

So whether its simply a discussion about the options available to help you understand your choices, or you wish to recieve formal advice, it would be a pleasure to help. 

Our aim is to become your trusted adviser.  

The Financial Conduct Authority does not regulate Tax advice, Trust advice or Will writing.
Tax and any reliefs are dependent on your individual circumstances and are subject to change.
Legally anyone can actually write a Will but only solicitors are both qualified and regulated to do so.