Dementia Awareness Week

Dementia Awareness Week, taking place from May 13th to May 19th, 2024, is a time dedicated to raising awareness about dementia and the challenges faced by those affected by this condition. It’s an opportunity to highlight the importance of support and planning for individuals and families impacted by dementia.

Why is financial planning crucial for dementia-affected families?

Navigating the financial complexities of dementia can be daunting. It’s essential to seek expert advice to ensure financial stability and peace of mind. We are committed to supporting families during Dementia Awareness Week by emphasising the importance of specialised financial planning.

Specialised support from our later life team

At Coole Bevis Wealth Management, our Later Life Team is dedicated to assisting vulnerable clients, their carers, and families. We take pride in our tailored approach to later life financial planning, ensuring that all advice is specifically suited to the unique needs of each client.

Your trusted SOLLA adviser

Gill Lynes, Director of Later Life Advice, is a proud member of the Society of Later Life Advisers (SOLLA). SOLLA membership signifies that an adviser has achieved the Later Life Adviser Accreditation, a testament to their understanding of the specific needs of older clients. This accreditation ensures that all SOLLA advisers are equipped with the knowledge and communication skills necessary to address later life financial issues effectively.

As a SOLLA adviser, Gill and her team provide comprehensive advice on all aspects of later life financial matters. Their services include:

  • Retirement Planning: Creating tailored retirement plans that align with your long-term goals and financial situation.
  • Care Funding: Offering guidance on funding options for care homes and in-home care, ensuring you find the best solution for your needs.
  • Saving and Investment Planning: Developing strategies to grow and protect your savings and investments.
  • Tax Matters: Providing expert advice on managing taxes efficiently in later life.
  • Estate and Wealth Planning: Assisting with estate planning to ensure your wealth is preserved and distributed according to your wishes.

Dementia Awareness Week is a crucial time to consider the financial implications of dementia. Coole Bevis Wealth Management is here to support you with expert advice and personalized financial planning, ensuring you and your family are well-prepared for the future.

If you would like to discuss later-life planning further, please don’t hesitate to contact us on 01903 534587