In today's complex financial world, access to independent
information, specialist guidance and reputable advice is
crucial to making the most of your finances.

For over fifteen years, Care Asset Management have
provided a bespoke and specialised service that helps
the individual and their family through the minefield of
funding long term care whilst protecting capital and assets.

There are four key areas of financial planning.

  Care Fee Funding

  Retirement Management

   Estate Planning

   Investment Management

As one of the country's leading experts in these specialised fields, Care Asset Management are committed to offering our clients a better way to manage their finances.

*NEWS......scroll down.....

Later Life Adviser Accreditation

The financial community recognises that advising older clients on their financial needs, is a specialist area and one which requires additional skills and abilities.

As a result, the Financial Services Skills Council has launched a new scheme called the Later Life Adviser Accreditation. It aims to recognise advisers with the necessary empathetic skills to understand the needs of older clients and the specific issues which affect them.

Care Asset Management has been involved in the pilot phase of the scheme and having provided half of the successful candidates to date, are committed to seeing the later life accreditation become the benchmark for quality in advising older clients. All of our advisers are currently in the programme for accreditation.

Click here for the full bulletin.

The Later Life Adviser Accreditation scheme has been sponsored by Just Retirement and supported by Partnership Assurance.

Previous Newsletter

Click here for the Autumn/Winter 2008 newsletter

Click here for the corresponding Response Form