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Resource centre

The fact you are looking for, or already receiving advice from us would indicate that a career in financial planning is not for you. We’ve designed our resource centre so that you can dip into subjects or linger on those that interest you most. Nothing beats personal advice in our view but we hope you find the information available here useful.

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Factsheet Category

Funding for Care

With average life expectancies in the UK rising, people will need more money than ever to fund their long-term care costs. Those who don’t plan ahead risk running out of money when they need it the most.

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Factsheet Category

Care Funding Plans

Care Funding Plans are designed to reduce the financial uncertainty associated with paying care fees and would suit someone who is already in a care home, someone who is about to move into one or someone who is receiving care…

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