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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

Care Fees Planning

Simplifying Later Life Planning

Care Fees Planning
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Retirement Planning

Simplifying Later Life Planning

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Later Life Planning

Simplifying Later Life Planning

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Financial Care Solutions

Thank you for visiting my website for Financial Care Solutions.  We help clients to make sense of later life financial planning and support them to make the right decisions which helps their overall health and wellbeing.

I’m Catriona, an Independent Financial Planner. I work with individuals and their families, professional attorneys, deputies and trustees to simplify later life planning.

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.

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 and volunteer for the charity, Selsdon Centre for Retired, who provide daily lunches and events and activities for the retired community in Selsdon.

I am married with two girls and in my spare time I like to run.

Financial Care Solutions
Financial Care Solutions
Financial Care Solutions

My latest insights

The best way to minimise inheritance tax risk

30/04/2021Read More

Why cash is king

07/04/2021Read More

Regulation is coming for pre-paid funeral plans 

24/03/2021Read More

What my clients say

  • We have no hesitation in recommending Catriona as an IFA. She takes the time to really understand her client’s needs and aspirations and is able to translate that into sound clear financial advice which has proved invaluable to us.

    Mr and Mrs Garrod
  • Catriona puts herself out to be available where and when it suits us. We have no hesitation in recommending her for all aspects of later life financial advice.

    Mr and Mrs Osborn
  • Catriona is a lovely lady who as well as keeping an eye on our financial wellbeing always finds time to ask about the family – and remembers what we have said!

    Jackie and Jeremy Carmichael
  • 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 provides a caring, efficient, personal and very professional service. Always goes the extra mile with great follow up. Highly recommended.

    Mr N Berry

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Financial Care Solutions

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
Schedule a call

Society of Later Life Advisers

Our latest news

The best way to minimise inheritance tax risk

The best way to minimise inheritance tax risk

30/04/2021

How can I minimise the amount of inheritance tax my family...

Why cash is king

Why cash is king

07/04/2021

Cash is King is an old saying which is often used to...

Regulation is coming for pre-paid funeral plans 

Regulation is coming for pre-paid funeral plans 

24/03/2021

The Financial Conduct Authority (FCA) had laid out its plans...

SOLLA Later Life Lending

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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