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Planning for my future has always been important

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Helen Center is 79 years old and has just downsized to a three-roomed flat in South Croydon.

She is fit, well, and lives life to the full, but knows that the time may come when she needs to go into care.

“This is a time in my life when it’s important to make memories, so that when I’m in care I can then sit there and reflect on the things that I’ve done”.

Helen has ring-fenced a sum of money to pay for any care fees and has sought professional financial advice from later life adviser, Catriona Lumiste, to help her get the best out of her future:

“My family need to know that I’m looking after myself. And that I’m not going to be wholly reliant on them. It’s made me realise how important it is that I make decisions while I have control and while I have choices.”

Planning for my future has always been important

The information contained in this blog post does not constitute advice or recommendations. You should seek independent financial advice before acting on any information on this website. 

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For clients that do not require formal advice but need some time to discuss a situation or receive some guidance I offer my time via a 30-minute call for £75 or a 60-minute call for £175.

The cost of the call is payable at the time of booking.  Many clients have said these calls are useful to have time to discuss their situations and be guided to other services or other professionals for legal advice or care provision because not all clients need formal financial advice but they appreciate a professional to discuss their situation with.