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Published on 13th May 2024

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 

Gill Lynes Director - Later Life Advice Contact Gill Lynes >

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© 2024 Coole Bevis Wealth Management
Coole Bevis Wealth Management Ltd is an appointed representative of Carpenter Box Wealth Management LLP, a Limited Liability Partnership. Registered in England and Wales No. 07071899. Registered Address: Amelia House, Crescent Road, Worthing BN11 1RL. Carpenter Box Wealth Management LLP is authorised and regulated by the Financial Conduct Authority FRN 489484. We are entered on the Financial Services Register No 515456 at https://register.fca.org.uk.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

The Financial Conduct Authority does not regulate taxation, legal, Will or Trust advice, Estate Planning, cash flow modelling, as well as some types of corporate financial planning.
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk