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 is friendly, very capable and possesses both patience and composure, always responding very quickly indeed to any queries raised by phone or by email, and always setting out comprehensive, lucid and accurate advice, including in reports. She empowers her clients to make the most appropriate choice to meet their needs.

Eric Stark
You simplified the process of getting the best deal for us by getting us to understand what was important to us and providing us with the options. It became less stressful and we always felt you had our best interests at heart.

Ms S Crabtree
When Catriona set up her own practice we readily agreed to transfer our investment business to her. Every time that she has visited us she put us at ease, which was important to us as our previous experience has left us over anxious. We now have confidence in our future plans.

Mr and Mrs Storey
You couldn’t have been easier to talk to. I felt confident that you knew all about the money side of things, and I also saw that you had a good understanding of the kind of issues people may have to face in later life. So I was sure I could rely on your advice.

Ms A Macnair