Nexus Financial Planning offers holistic advice. Our advice does not necessarily mean that we will recommend the sale of any product but when it does we will research the entire market for suitable products, rather than obtaining one or two quotes. We can consider tax issues, powers of attorney, Public Guardianship Office and Court of Protection matters, care at home or in a care home, state benefits and NHS funding, inheritance tax planning, investment and gifting of residual estates, lifetime mortgages to raise capital to fund care at home and bridging loans for care purposes.
We can also advise on low risk investments suitable for elderly people whether or not they are in care.
Nexus Financial Planning will work with your own professional advisers, or can recommend suitable new advisers if you wish.
We aim to provide friendly and supportive advice, at a time when you need it most.
An initial discussion is free. We charge a flat fee for most straightforward long term care plans, ad valorem charges for investments, and an hourly rate for other advice
