Trusted Partners

​

Once you have your Planning the Future Report our membership provides advice on your situation as and when you need it, offering ongoing support to you and your family to help you have the best quality of life possible.

 

Our experienced consultants are at the end of the phone to answer questions about your care and support, and we keep in touch with you regularly to ensure your Planning the Future Report stays up to date.

 

We will visit you, and update the care and lifestyle parts of the report every year (the first visit takes place six months into your membership), and our appointed firm of financial planners will review your financial plan every three years. Included in the membership is three hours of telephone support per year, we are there as much as you need us, and you are always welcome to purchase additional support.

What’s included:

​

  • Ad hoc telephone and email support when you need it (up to three hours a year)

  • Annual visit, and review of your care needs

  • Reduced fees for additional support

  • Three yearly review of your financial plan

​

​

Additional Support

​

Our membership and fixed fee services provide enough support to meet most people’s needs, if you have a particularly complex issues, or want us to make calls or visits on your behalf then you are very welcome to purchase additional support from us at an hourly rate. You might use us to vet a particular company, or to help you choose community and lifestyle options that will improve your quality of life.

​

​

Financial Advisors 

​

Plan with Care is not a regulated financial advice firm, however we recognise the importance of creating a care and wellbeing plan based on solid financial foundations. We have therefore appointed a financial planning firm to create a cash flow model to give an understanding of how sustainable your care needs are, given your income and assets.

​

We understand you may have your own Financial Advisor and we are happy for them to provide this service and will amend our costings accordingly.

 

The firm of Financial Advisers we have appointed is limited to providing the cash flow model contained within your Planning the Future Report and as such, will not market to you in any way.

​

​

​

​