Financial Planning and Wealth Management

When did you last consider your business and broader personal financial needs?

Speak to a trusted expert consultant who works closely with many of our care clients on their business and personal needs.

Services include:

Financial Health Check. This can uncover any gaps or inefficiencies in your financial planning which could send your plans off track.
Business and Personal Tax Efficiency. Are you using those allowable tax reliefs available to you and your business?
Life Assurance, Income, Key Worker and Shareholder Protection can cover you in the event of ill health, an accident or death. It can also aid staff retention and potentially reduce corporation tax.
Private Medical Insurance (PMI). PMI can give you peace of mind by providing a faster route to recovery to return to work for you or your employees. Added perks provide staff incentives too.
Pension Reviews and Retirement Planning. Helping you understand your pensions, how to best use and grow them to add tax efficiency, as well as retirement advice.
Cash Management. A deposit service giving access to multiple banks with a single set of documentation to ease management of liquidity needs, interest rates and £85,000 FSCS deposit protections.
Investments. Advice for general investment accounts, ISAs and tax advantageous solutions.
Finance. If you need to renovate or extend your care home premises or portfolio, extend your car fleet or simply have cash flow issues, finance options may be available to you.
Quality Care clients are entitled to a free consultation with our expert about their financial goals and how to achieve them. Please contact us if you would like more information.

Other products that may be of interest:

Get in touch to discuss your requirements

A member of our team will be in touch with you to discuss your needs and talk you through your options.

Frequently asked questions

If you can’t find the answer you’re looking for please get in touch, we would be happy to help with your enquiry.

Does my care business need Employers’ Liability Insurance?
Yes. Under the Employers’ Liability (Compulsory Insurance) Act, all organisations that have staff are required by law to have Employers Liability Insurance.
Does my care business need Employers’ Liability Insurance?
Yes. Under the Employers’ Liability (Compulsory Insurance) Act, all organisations that have staff are required by law to have Employers Liability Insurance.
Does my care business need Employers’ Liability Insurance?
Yes. Under the Employers’ Liability (Compulsory Insurance) Act, all organisations that have staff are required by law to have Employers Liability Insurance.
Does my care business need Employers’ Liability Insurance?
Yes. Under the Employers’ Liability (Compulsory Insurance) Act, all organisations that have staff are required by law to have Employers Liability Insurance.
Does my care business need Employers’ Liability Insurance?
Yes. Under the Employers’ Liability (Compulsory Insurance) Act, all organisations that have staff are required by law to have Employers Liability Insurance.
Does my care business need Employers’ Liability Insurance?
Yes. Under the Employers’ Liability (Compulsory Insurance) Act, all organisations that have staff are required by law to have Employers Liability Insurance.