Oak Financial Advice Ltd

Welcome to Care Fee Adviser Planning for long term care can be a complex and worrying concern. Not only for the elderly people themselves, but equally for relatives or friends who want to be quite certain that the care funding decisions made are the right ones for everyone concerned.. As a fully qualified Chartered Financial Planner, authorised and regulated by the Financial Conduct Authority (FCA) an Associate of The Personal Finance Society and a Symponia Master Practitioner member I have the highest qualifications to help you with a whole range of advice regarding residential care or nursing home fees as well as domiciliary arrangements. Phil is married with two grown up daughters, and significantly he underwent the same worries and concerns that you are presently facing when his own father had to be admitted to a nursing home following a stroke. Phil has been in business within the financial services sector for over 20 years. By way of examination he is a Chartered Financial Planner and an Associate of the Personal Finance Society. In addition to his qualifications he has, via his Symponia membership, obtained the appropriate CRB Disclosure. Phil specialises in all aspects of care fees planning for those privately funding care fees either in their own home or a residential home. His expertise also covers other connected areas of financial advice. He prides himself on his friendly, professional, down-to-earth approach and will never baffle you with jargon. As well as specialising in long term care Phil has a lot of experience of working alongside fellow professionals, such as solicitors and accountants, to help both his and their clients protect their assets and make the best use of their resources. Moving into a nursing or care home can be a stressful time. Phil will help the elderly and their families feel at ease whilst putting them in an informed position so they reach the right decisions to match their circumstances and wishes.

Address: 8 Melbourne Road, Bramhall, Stockport, Cheshire, SK7 1LR, UK

Phone: +44 161 850 0921
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