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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

Let’s talk

I’m Catriona Lumiste, founder of Financial Care Solutions and a specialist Later Life Adviser.

I would welcome the opportunity to talk about your financial planning goals and find out if my services can help you.

Our approach here at Financial Care Solutions is to deliver the comprehensive financial planning advice needed to provide financial peace of mind.

If that’s something you would like to know more about, it’s time to schedule a call.

Schedule a call
Catriona Lumiste

What to expect from our call

My discovery calls typically last for up to 30 minutes.

I like to chat via Zoom as a video call. Once you schedule a call in my online calendar, I’ll update the calendar invitation with a Zoom link.

At the scheduled time, simply click on the link to connect to the Zoom video call. Your computer will automatically detect your camera, microphone and speakers.

Alternatively, we can talk via telephone or Skype. Let me know which you prefer at the time of scheduling the call.

I’ll ask you lots of questions during the call, and seek to answer all of your questions.

By the end of our call, which is at my expense and without obligation, we will know whether there is value in getting together for a face-to-face meeting (Fee £295).

If I can genuinely add value to your financial life, I’ll describe how I work with my clients and the fees I charge for these services.

If we’re not a good fit, I can usually suggest some other steps to consider, or other Financial Planners or government agencies you can speak with.

It’s important to note that the discovery call is at my expense and without any obligation.

Click the button below to see available call times.

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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

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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.

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

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