Later life
Growing older doesn’t need to be a cause for concern. With our help, you can create a plan that allows you to live in comfort and leave a lasting legacy.
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Putting your care and contentment first
Planning ahead for your later-life needs can relieve your loved ones of unnecessary pressure, but more importantly, it can give you less to worry about. With a clear strategy in place covering your wishes for the future and how you’ll fund them, you can enjoy your twilight years in peace. When you choose us, you reap the benefits of our years of experience handling the financial needs of older clients and our plain-speaking, caring approach.
Your questions, answered
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How much will later-life care cost?
Your care needs will depend on things like any medical conditions you have and the type of care arrangement you seek. Our financial planners will work with you to understand your requirements, explain the likely costs, and help you plan for them.
Can I use my assets to fund later-life expenses?
Releasing equity from your property can be a valuable source of income when you’re older, but it isn’t right for everyone. A financial plan offers a high-level view of your entire portfolio, which our experts can use to help you make the best decisions.
What should I do to put my affairs in order?
Thinking about how you’d like your estate to be divided now can make things so much easier for family, friends, and loved ones. Documents like wills and Lasting Powers of Attorney are an important part of this, and we can help arrange these for you.
Do I have enough to achieve my later-life goals?
A financial plan shouldn’t just look at your assets but also what you want to accomplish now and in the future, which can include the legacy you’ll leave. If your current arrangements aren’t working hard enough towards your goals, we’ll make the required changes.
How can I reduce Inheritance Tax (IHT)?
Without proper planning, Inheritance Tax (IHT) can severely diminish your estate, which may mean your wishes can’t be met. Our specialists have long experience dealing with complex IHT issues, so you can rely on us to deliver the right result for you.
Why should I choose Barwells Wealth?
As accredited members of the Society of Later Life Advisers (SOLLA), we specialise in solving the complicated financial problems older people face. Our experts pride themselves on being informative yet considerate, a combination welcomed by our valued clients.
What our clients say
Your financial issues will always be handled sensitively and efficiently by our expert team, and we’re proud to have the recommendations to prove it. Here’s what some of our valued clients had to say about us.
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Our latest survey results…
would recommend us to their friends, family or colleagues
of clients believe that working with us has helped or will help them achieve their financial goals
of clients were satisfied that we understood their needs, goals, aspirations and objectives
of clients were satisfied with the speed of response from their planner
Your journey
Financial planning can transform your life, but that doesn’t mean it needs to be complicated. As our client, you’ll follow a straightforward five-step process designed to deliver the results that are right for you.
Start here
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Exploration
In your first meeting with your adviser, you’ll explore the issues you face and your goals for the future, both financial and personal.
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Discovery
Once you’ve told us about your circumstances, we’ll use our expertise to discover more about your finances and existing arrangements.
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Planning
In stage three of the process, you’ll get a full financial plan that’s tailored to your requirements with our expert recommendations.
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Implementation
If you’re happy with some or all of the recommendations made in your financial plan, we can implement them on your behalf.
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Ongoing support
Your plan is designed for long-term prosperity, not quick wins, and we’ll be by your side throughout to offer our continuing support.
Our team
Whatever expertise you require, you’ll find it among our experienced team. From financial specialists to support staff, you’re assured of a friendly, efficient service at every stage of your journey with us.
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How we charge
It’s natural to feel uncertain about some aspects of taking financial advice, but with our transparent approach, fees won’t be one of them. Learn about our structured approach to pricing, what’s included in the fees you pay, and why proper financial planning can be so beneficial.
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See our fees in full...
Barwells Independent Financial Management Ltd. Registration No. 07915410.
Registered office: 1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EU.
Authorised and regulated by the Financial Conduct Authority, FRN 588626
Barwells Wealth is a trading name of Barwells Independent Financial Management Limited.
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