Nursing/Care/Residential Home Residents

We currently manage many investment portfolios for clients who don’t want any financial stress.

With an initial audit of existing investments, going forward we explain any paperwork received that can be confusing, liase with the relevant home or health trust for the payment of fees, keep an audit trail of all finances we manage, keep any legal advisers or appointed family members informed where relevant and are always available by telephone or face to face to answer any queries.