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Call me on 01737 321 206

catriona@financialcaresolutions.co.uk
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Financial Care SolutionsFinancial Care Solutions
Financial Care SolutionsFinancial Care Solutions
  • Financial Care Solutions
  • About You
    • Retirement Planning
    • Later Life Planning
    • Care Fees Planning
  • About Us
    • Our fees
    • Care Planning Guides
  • News
  • Get in touch

Care Fees Planning

Giving you peace of mind

Retirement Planning

Giving you peace of mind

Later Life Planning

Giving you peace of mind

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Financial Care Solutions

Thank you for visiting my website for Financial Care Solutions.

I’m Catriona, an Independent Financial Planner. I work with individuals and their families, professional attorneys, deputies and trustees to deliver financial peace of mind.

I specialise in delivering independent financial planning advice to clients, at a time when decisions made often have a lasting financial impact. I help clients to take control of their finances, giving them peace of mind and confidence that their money will not run out throughout retirement, later life and funding long term care, whilst protecting inheritance for future generations.

As a full member of the Society of Later Life Advisers (SOLLA), and an Accredited Later Life Adviser, I have the skills, experience and qualifications to provide comprehensive financial planning and investment management advice throughout these life stages.

I love my work and I am passionate about individuals receiving good quality financial planning advice and appreciate that it can be daunting going through the maze of options for retirement, later life considerations or planning for long term care needs particularly when so much emotion and decision making is involved.

That’s what Financial Care Solutions is all about!

I have a strong commitment to charity and community work.  I am a Trustee for the charity, Carers Support Merton, who provide information and support to carers of persons resident in the London Borough of Merton who are frail or ill or who have a disability or mental health problem. I am also a Trustee for the charity, Selsdon Centre for Retired, who provide daily lunches and activities for the retired community in Selsdon.

I am married with two girls and in my spare time I like to run. I am currently training for the biggest challenge of my life – the London Marathon and raising money for Mind, a fantastic charity who provide advice and support to empower anyone experiencing a mental health problem.

Financial Care Solutions
Financial Care Solutions
Financial Care Solutions

My latest insights

So, when is the right time for care?

24/02/2021Read More

Light at the end of the coronavirus tunnel

28/01/2021Read More

Lockdown can’t stop your retirement dreams

07/01/2021Read More

What my clients say

  • With your help we were able to consolidate my pensions, take a lump sum and clear all of our commitments, we have been very impressed with your understanding of our position and the level of advice you have given. All of this and the continued support has made a huge difference to our situation and made a hard time a lot easier to deal with.

    Jan and Gary Hall
  • We have been very happy and impressed by the way you have spent time with us explaining everything and guiding us through the options so that we could make an informed choice about what is best for my father and helping us achieve those options. I think you have provided us with an invaluable service.

    Mr and Mrs Lennon
  • I believe it was important to choose you as a SOLLA: there can never be any doubt that I have acted prudently with my mother’s estate. I know that I have made good decisions within the risk parameters I set. I know that my investments will be monitored and I don’t need to watch them all the time.

    Mr D Court
  • Catriona is without question one of the best care funding advisers in the country. A pleasure to work with as a professional partner she gives her very best every time and would enhance any service with a dedication to her own professional development which enables her to provide quality assured advice in a personalised way.

    Nicola Taylor, Care Adviser Network
  • Catriona’s friendly but professional approach and her endless patience, often explaining things over and over was reassuring to us and as we have progressed with the financial planning, we found we were looking forward to and enjoying our meetings.

    Mr and Mrs T. Searle

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Get in touch

  • Financial Care Solutions Ltd
  • Abbey House, 25 Clarendon Road, Redhill, Surrey, RH1 1QZ
  • 01737 321 206
  • catriona@financialcaresolutions.co.uk
  • https://www.financialcaresolutions.co.uk

Society of Later Life Advisers

Financial Vulnerability Taskforce

Our latest news

So, when is the right time for care?

So, when is the right time for care?

24/02/2021

Planning for a care and support need is not usually high on...

Light at the end of the coronavirus tunnel

Light at the end of the coronavirus tunnel

28/01/2021

Nobody has escaped the impact of this pandemic; it has...

Lockdown can’t stop your retirement dreams

Lockdown can’t stop your retirement dreams

07/01/2021

January has always been the month to try and make New...

Financial Care Solutions Ltd is an Appointed Representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.

Registered Number 720600. Registered in England No 09712439.

Registered Office Abbey House, 25 Clarendon Road, Redhill, Surrey, RH1 1QZ.

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