Planning for my future has always been important

21/01/2015 Posted by Catriona Lumiste News

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.”

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.

About Catriona Lumiste

Catriona Lumiste is a Society of Later Life Advisers (SOLLA) Accredited Later Life Adviser and Care Fees Planning Specialist.

Catriona has been excellent in helping me through the minefield of long-term care funding. She knows her stuff, her fees are transparent and explained, and she is extremely efficient – my emails and phone calls have always been returned quickly.

Gill Fletcher
Catriona has managed to blend an empathetic approach through understanding the needs and wishes of family members bringing clarity to practical financial planning. Catriona’s wealth of knowledge and professionalism, secured the family in her safe guidance. Her services come highly recommended.

Sarah Russell
Catriona has made a difficult process very calm and pleasurable – we could not recommend her more highly.

Mrs F Vigar
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
Professional, approachable and thorough at all times, Catriona gave us sound advice and explained our options in a straightforward plan. Following Catriona‘s recommendations has enabled me to retire in the confidence that I can afford to do so and my husband has cut his working hours substantially.

Mrs Hunter