Financial Advice Dorset

financial advice

Funding later life and care, whether at home or in a care home, can be complicated, expensive and unpredictable. We have lots of help and information here for you from our partners Poundbury Wealth Management.

Poundbury Wealth Management

Poundbury Wealth Management offers financial advice on all aspects of later life and elderly care. 

Paying for Elderly Care in Dorset

If your parents or relatives need more care at home or to move to a care home.

Available care funding in dorset

There is funding available for elderly care in Dorset.  Some is means tested and some isn’t… it’s complicated. 

Self-funding care- Plan ahead and take advice

The problem with paying for your own care is that nobody can predict how long care will be required.

Estate planning for the next generation

What you need to do to protect your hard earned money for your family in the future.

Is Equity Release the Answer?

For many elderly people, a significant portion of their wealth is tied up in the family home. 

Are Annuities Super for Everyone?

Historically, an annuity was bought at the point of retirement.

Pensions and Retirement Income

The rules surrounding accessing pension savings have changed in recent years.