info@carefeeadviser.co.uk
CONTACT PHIL SMITH

"An Chartered Financial Planner who will take the time to listen to you, complete thorough research and provide the best solution for your circumstances in a relaxed, easy to understand way."

About me

I am based in Bramhall, Cheshire and I am an Chartered Financial Planner.

I am married with two grown up daughters. Most significantly I personally went through the same worries you are facing at present. My own father had to be admitted to a nursing home following a stroke.

If you are looking for the best and most reliable advice on a subject as complex as care fees planning, you need someone who can reassure you that not only do they know their subject inside-out, but they are totally honest, ethical and trustworthy.

So why do I think I'm the right person to provide the professional level of advice you're looking for?

Well, firstly, only a very few financial advisers have passed the stringent examinations to qualify as a Chartered Financial Planner.  I've also qualified (again through tough examinations) to become an Associate of the Personal Finance Society.& Symponia Master Practitioner. All these qualifications place a strong emphasis on care fee planning and include all the other areas of financial advice that can assist people in this situation.

Perhaps most importantly of all, I've been in business within the financial services sector for 20 years. As a Symponia member I have also obtained the appropriate CRB disclosure.

So I really do understand your circumstances and concerns.

In addition to my knowledge and experience I pride myself on my honest, down-to-earth approach. I'll never try to baffle you with jargon, but I'll outline the facts, highlight the options and opportunities appropriate to your circumstances, and I'll provide the advice that will help you arrive at your decision.

Feel free to take a look at my short YouTube video

If you would like to discuss your own or your family's care fees planning, please contact me.  I'll be delighted to arrange a meeting with you and your family.