Care Advice to Add Value to your Financial Advice Service

Financial Advisers

Grace Consulting’s added-value service helps financial advisers attract new customers, win new business and extend long-term relationships with more clients and their families, and with other professionals such as solicitors and accountants.

Grace Consulting has worked for many years with Financial Advisers to provide Independent Care Advice for their clients.

Our care advisers work throughout the UK answering the needs of families who require help selecting the right care for a relative, and understanding the NHS and Social Services systems.

Care Planning is a critical element in meeting clients' overall needs. Failure to address this can leave clients and their families facing difficult personal and financial problems.

Grace Consulting will work with you to provide your clients with all the information they need to select the most appropriate choice of and cost of care, enabling you to plan the best way to pay for that care.

In addition to providing detailed care advice, Grace Consulting can:

Support your knowledge of state benefits and allowances

Advise on potential NHS continuing care funding

Provide training and information

Help your clients reach an early decision about choice of care

Monitor care on a regular basis and report changes in levels of care need.

This added-value service helps financial advisers attracts new customers, win new business and extend long-term relationships with more clients and their families, and with other professionals such as solicitors and accountants.

For further information and a full introduction