Care funding advice

Care funding advice

Our Care Funding Advice Service is for clients who want to reduce the uncertainty of paying for long-term care and where a care funding plan – also known as an immediate needs annuity – may be a possible solution.   You may not be in a position to help them if it’s not part of your core service.

Our advisers are highly-qualified, experienced care specialists, with a thorough knowledge of the care market. 

Requirements for Referring

We are able to help clients who:

  • are at least 60 years old

  • are already receiving, or about to receive, long-term care because of a medical condition that’s expected to be permanent and,

  • need to pay for their own care


Thinking of referring a client?

Reasons to consider referring a client for care funding advice.

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Ready to refer?

Here to help

01737 233412

We're here 9am to 5pm

Monday to Friday