Centurion Chartered Financial Planners are dedicated to putting your clients’ best interests first.
Our dedicated Later Life team consists of highly qualified and experienced independent advisers who specialise in assisting fiduciaries with clients in later life.
At Centurion Chartered Financial Planners, our dedicated Later Life specialists provide expert support in areas such as care fees funding, equity release, and inheritance tax planning.
Later Life: Our Services
Our Initial Meeting With You
We offer a free, without obligation, meeting to understand the issues and offer some initial thoughts.
Our Later Life Team offers independent, unbiased advice on all aspects of later life advice, including:
- Investment advice
- Care fees Funding advice
- Inheritance Tax mitigation
- Benefits advice
- Cash flow modelling
Later Life: Our Specialist Support
Care
Our dedicated Later Life Team are able to provide expert independent advice with regards to the how to fund care, whether this is the use of existing assets or the use of an immediate needs annuity or a combination.
We are all member of the Society of Later Life Advisers (SOLLA) which has independently confirmed our expertise in advising on care fees funding. The majority of our team are members of STEP (Society of Trust & Estate Practitioners).
Equity Release
Our independent Financial Planning specialists have extensive experience in equity release, whether it’s for inheritance tax (IHT) planning, boosting retirement income, or to pay for care in the home. As members of the Equity Release Council (ERC), our dedicated Later Life team adheres to the highest industry standards, ensuring expert guidance and peace of mind.
Trusts
We are experienced in the operation of all types of trust and understand the duties and responsibilities of trustees. We can assist trustees in everything from opening a bank account to the investment of the trust capital.
Care Fees – Our Free Guide
Centurion specialises in advising people in later life, their families & Attorneys or Deputies acting on their behalf, about the best way to plan for & meet the long-term costs of care.
Our straight-talking Care Fees guide for individuals in England and Wales is a great place to start. We have also included a summary of the current State Benefit & Care Funding Rate for 2023/2024.
Care Fees Guide
We openly share our insight, and one of our most popular brochures is our Care Fees Guide. You can download a copy using the button below, or click here to read our flipbook version of the guide online.
Our Experts
Centurion are a General Practice firm of Chartered Financial Planners providing top quality, technically competent financial and investment advice.
Here is the team of experts who specialise in this service. You can view our entire team using the button below.
What our clients say
Are you looking for some advice?
If you're looking for expert-led advice, then please get in touch.
