Later Life Planning

We all get old, and with the benefits of today’s health service, people are living longer than ever before. The natural result of this is that more people will need care later in their lives, whether in their own home, or in a home where they can receive specialist care.

Our service offers far more than meeting the financial needs for this. It also includes ensuring that there is an up to date will in place, as well as a Lasting Power of Attorney, to help ensure that you can be well looked after in your later years.

More about later life planning

The key thing about later life planning is to ensure that you have the right amount of money in place to be looked after the way that you would like in your later years.

Our priorities are that you will have:

  • Capital and income when you need it
  • Someone looking after your welfare and health
  • Protection of your capital and income from those that prey on the elderly
  • Someone who is trusted by you that can help with financial decisions when they are needed
  • The assurance that your will is up to date, and is delivering your wishes

Is your current investment strategy reaping the right level of returns? Are you interested in diversifying your portfolio?

For an investments review, please get in touch today.

Will your private or final salary pensions give you the income you really need? Worried about whether you’ll be facing a comfortable retirement? Book a pension review today. We will meet you at your home at a mutually convenient time to look through your pension options (Birmingham, Derby, Derbyshire, Burton on Trent, Staffordshire area, London).

Trust us… we’re experts

Our Advisers hold Chartered and Certified qualifications, ranking amongst the highest in the profession. Our highly qualified team of experts are above the FCA minimum standard for advisers. In 2008, we were the first joint practice to be awarded the new British Standards ISO 22222 International Financial Planning Standard by the Chartered Insurance Institute.

Our Managing Director was asked to be an assessor of the new standard helping to disseminate ‘best practice’. This measures the ability to deliver a consistent holistic financial planning service to an extremely high technical standard.

In 2013, we became the only firm to be awarded the BS85777 accreditation by the Chartered Insurance Institute. When the Chartered Insurance InstituteI relinquished their UK licence to maintain the above awards, Clear Solutions withdrew from the accreditation and no longer hold either accreditation.


FCA logo

Clear Solutions Wealth and Tax Management Ltd are registered with the Financial Conduct Authority.
Registration Number 429206-007
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Contact 01283 730080
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