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Independent financial advice resource directory

Who can benefit from independent financial advice?

People who may benefit from the independent financial advice include:

  • those who might need a small amount of additional income to fund care at home, or capital for adaptations/extensions to their home.
  • people with an immediate need for long-term residential or nursing home care.
  • those who are already resident in a care home and paying for their care from their income and savings.
  • existing or potential residents who want to make sure that their savings, investments, and other assets pass to their family and/or other beneficiaries; and
  • people acting as an 'attorney' and looking after the financial affairs of someone in any of the above circumstances.