We offer help and advice and support for those with a care need or those who want to plan ahead. Our role is to do whatever it takes to ensure that the person who has a care need, and their family, achieve the correct type of care, that it gets funded in the correct manner and that the outcomes are sustainable and fair. We treat all our clients as if they are a family member, and our pioneering approach focuses on assisting the vulnerable and their relatives who need help.
It all started back in 2004 when it became clear that Elizabeth's own Grandma, Gladys could no longer cope living on her own, following the death of her husband Andrew some years earlier.
Together with the rest of her family, Elizabeth undertook the daunting task of finding and funding a suitable care home for her. Due to her needs and complexities it took over 3 years and nearly 80 care home assessments to finally get Gladys settled.
She lived very happily at her
new home for a further 9 years until her peaceful death at 93 years old. Elizabeth
knew then that families couldn’t be left to go through the same things that she
had. So, in 2007 the business was set-up to co-ordinate all the aspects of
care, from helping to find the right type of care, to getting the right type of
funding (as well as financial advice) and we’ve been doing it ever since.
Our team have got a wide range of skills and experience to provide a full range of client services.
Elizabeth has nearly 30 years’ experience in the Financial Services industry having worked for Watson Wyatt, Deloittes and Prudential. She is a Level 4 Qualified Financial Adviser and a care specialist with the CF8 Qualification. She is passionate about helping clients access the best advice together with the support they need, and has an empathetic approach born out of her own personal experiences. Elizabeth has become an expert in the field of later life financial advice and is a regular contributor to Solicitors for the Elderly, UCLAN and Age UK.
Paula has nearly 20 years’ experience within financial services having worked at Royal London and HSBC. Paula holds a degree in Business Management and is Part Qualified to Level 4 Diploma.
Douglas is a Chartered Certified Accountant, a Level 4 Qualified Financial Adviser and is also a mortgage adviser. Douglas has worked in a wide range of financial sectors for organisations that include Rothschild & Co, GMAC Commercial Finance, Begbies and Lloyds Banking Group.
Jane has over ten years’ experience in private client specialising in later life matters advising on wills, tax, trusts, lasting powers of attorney, Court of Protection matters and care fee advice. She is a qualified Trustee and Estate Practitioner (TEP) and a fully accredited member of the Solicitors for the elderly (SFE). She also successfully completed a STEP Advanced certificate in Advising Vulnerable Clients.
Amanda is a fully accredited therapist in a range of areas. Amanda has worked in teaching and overseas programmes with vulnerable communities.