Care funding advice

As part of the service, one of our advisers will carry out a careful assessment to ensure that a care funding plan is right for your client, taking the time to ensure that your client is aware of all of the help that may be available to them, including local authority and NHS funding.

Our adviser will take time to understand your client’s circumstances, involving their family and legal representatives wherever appropriate. They’ll then recommend the best solution from the whole market to meet your client's needs.

• Access to specialist care funding advice 

• A dedicated case handler to support them through the whole process

• No fee to pay unless they decide to buy a plan that we recommend

Our advice carries no obligation, and your client will only be charged if they decide to take out a care funding plan we recommend. If your client does decide to take out a plan, there will be a fee of 3.5% of the value of the plan for our advice and for arranging the plan.

• The ability to support a wider range of clients 

• Peace of mind that your clients are in safe, expert hands

• Retain ownership of your client and stay informed about progress

• An introducer fee of 1.5% of the client’s purchase price for every completed case.