Bespoke Financial Planning Services For Your Care Home Funding Needs

With years of dedication as a family-owned enterprise in the care sector, we’ve developed deep insights into the complexities of arranging care home funding, and just how hard it can be on you and your loved ones. Our close-knit team, based in our care home in Stourbridge, offers empathetic guidance and advice, providing an emotional anchor during these often very stressful times.

If however, you feel you would benefit from additional support or professional expertise in care home funding, we recommend Bespoke Advice Limited for comprehensive financial advice. Although we don’t share any commercial relationship with them, we’ve observed their commitment to bespoke financial planning, comprehensive advice, and robust support, and highly recommend them.

Bespoke Advice Limited stands apart, composed of Chartered Financial Planners with over 80 years of specialist experience in financial planning, particularly in the care sector. They are also proud members of Symponia, an organization committed to connecting you with proficient local advisors for your funding needs. Symponia further assists by providing a free, insightful handbook to those uncertain about their funding requirements.

The financial experts at Bespoke Advice Limited have guided countless families through the intricate and emotionally charged process of establishing care packages and organising care home fees. They offer a diverse suite of bespoke financial planning services, including:

  • Investment & Savings
  • Retirement Planning & Pensions
  • Inheritance Tax Planning
  • Mortgages & Equity Release
  • Protection
  • Care Fees Planning

 

Working from their core principle of individualised care, Bespoke Advice Limited ensures your needs and aspirations are prioritised at all times. From our care home in Stourbridge, we extend an invitation for you to explore the supportive options they provide.

 

How we help you!

As you embark on this journey towards securing quality care, it’s vital to remember that every challenge faced opens the door to solutions tailored to your specific situation. Our collective experience in the care sector here in our Stourbridge-based care home has prepared us well to understand and empathise with your circumstances. Working alongside Bespoke Advice Limited, an exemplary team of Chartered Financial Planners, we can ensure you’ll receive unparalleled bespoke financial planning support fit to your own personal circumstances and desires.

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