Later Life Services
People spend the majority of their lives building up some level of wealth with which to support themselves or their families through retirement and beyond. However, as we age there seems to be a growing number of dangers to that wealth. Longevity, long term care costs and inheritance tax can all become factors in later life and each can have a detrimental effect on your hard-earned savings and investments both for you and future generations.
As an accredited Later Life Adviser, Jeremy’s aim is to help you understand and effectively plan to limit the impact that these common problems can have on your finances. In particular the problem of funding long term care is becoming more prevalent and is an area of expertise that Jeremy has chosen to devote much of his time to.
Why use us?
Jeremy has had personal experience of caring for family members and understands the difficulty people have in finding the information and assistance they need in what can be a very stressful and emotional time. He is also keen to ensure that clients are well placed to enjoy their well-earned retirements as fully as possible in knowing that they are aware of the potential pitfalls ahead and have planned to avoid them as best they can.
Jeremy is a fully qualified Later Life Adviser and an accredited member of SOLLA – The Society of Later Life Advisers. Jeremy has also recently been awarded the SOLLA Retirement Advice Standard. SOLLA ensure that members operate with dignity and care and are fully-qualified to give advice on care fees planning, long term care, equity release, investments, pensions, retirement and estate planning.
What is a problem that you solve?
Among other things, I believe that the most valuable help I can give is to those facing the stressful and often confusing care process. I help you understand the options in helping you or your loved one pay for the care they need for the rest of their lives. In some cases it is possible to successfully plan so that care costs can be met indefinitely. Sadly, in other cases it is not possible to give any guarantees and it is then even more important to know when funds may run out and the implications this might have.
What do you love about the work you do?
The most enjoyable part of my job is meeting people. Every new meeting yields a new story and normally a new problem to solve. I get great satisfaction in helping clients to understand and overcome the issues they face in what can be very stressful and emotional times.