Carematters
Hemel Hempstead, Hertfordshire
Lorreine Kennedy
Each member of the team is an expert in their chosen field.
Services include:
Understanding your options when you want to retire
Preserving your wealth - investment advice
Releasing 'money' from your property - Equity Release
Funding Care Fees - Long Term Care
Saving for your retirement - Retirement Planning
Dying Tidily - Inheritance Tax Planning & Funeral Plans
Directors, Lorreine Kennedy and Brian Tabor are full members of SOLLA (Society of Later Life Advice). Brian holds the prestigious title of Chartered Financial Planner.
All members of the team have undergone CRB (Criminal Records Bureau) checks to provide further reassurance to often vulnerable people.
All in all, we are jolly nice people, who want to provide the highest quality advice they can at a price that is fair to both the clients and the business.
Highlights
- Paying for Care Fees
- EstatePlanning
- We charge fees based upon the amount of work likely to be undertaken. All fees are fully disclosed at our 1st meeting and shown on our website - one of the few firms within the UK who are prepared to disclose our fees. We believe it is important to be transparent about such matters. We believe that our fees are fair - to our clients and us. They reflect our expertise and allow us to remain profitable (this is important to our existing clients as well as us as business owners!)
- Opening Times:
- 9am - 5pm
We will be flexible with our clients needs,
Bobbie:
At last - someone who can explain things simply. The last few months have been simply awful (father needing care) and you have explained what should happen and what we can do within minutes of listening to my problem. Thank you
- FSA Reference Number: 587083
- Number of Advisors: 4
- Client Type: General Public and Business
- Specialisms: Care Fees, Retirement Options, Equity Release, Inheritance Tax Planning & Retirement Advice
- Remuneration Type: Fee Based
- Home or Workplace Visits: Yes
- Additional Services: Lasting Powers of Attorney, Wills, Trusts, Funeral Planning
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We are approximately a few hundred metres away from the magic roundabout in Hemel Hempstead. We are just behind B&Q on the two waters road.