We understand that considering and arranging long term care for you or your loved ones can be a very stressful and frustrating time. Often, common misconceptions such as that you will HAVE to sell your house, further compound the feelings of fear and insecurity.

A well-qualified adviser who understands the needs of you and your family can help you navigate the complexities of care funding matters and enable you to make clear and informed decisions.

At Stones Wealth, Marta Stones is a fully accredited member of the Society of Later Life Advisers. It is a not-for-profit organisation committed to delivering accessible financial advice to older people and their families. 

Why should you use a SOLLA accredited adviser?

All full SOLLA members must achieve the Later Life Adviser Accreditation and adhere to a Code of Practice to ensure the high standards are maintained. We have taken further steps to specialise in the unique financial needs of older people. Our professional qualifications combined with our experience and expertise offer added reassurance that you will receive empathetic and accurate advice and guidance enabling you to make right decisions for you and your family.

We can advise on matters such as: 

• Retirement Planning - pensions and annuities
• Funding for Care Home fees
• Funding for care in your own home
• Equity release and other property options
• Savings and investment planning
• Tax matters and estate and wealth planning

When you speak to us, using our specialist knowledge and vast experience, we will also help you consider other related important issues including: 

• Mental capacity
• Eligibility for state benefits
• Lasting or Enduring Powers of Attorney*
• The type of care home required
• The best location for the care home

Whether you need care yourself and are concerned how it is going to be funded or you are trying to arrange the care of your loved ones, we have the experience and local connections to help you prepare for this new chapter in your life. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

*Powers of Attorney involve the referral to a service which is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.

Click here to see my profile on the SOLLA website.

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