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Invest Protect Insure provides financial advice and planning, in plain English, to people
who want to ensure they make the right financial decisions at the right times and at the
right cost. It's simple!
In broad terms, the Act follows an individual’s ‘journey’ in the care and support system and maps out the process of assessment, charging, establishing entitlement, care planning, and the provision of care and support. This process determines whether individuals need to pay for their own care, and in the future…
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I tend to be very cautious when I comes to money, having just retired I felt I needed some professional advice as to how to get the best out of my savings. After a first review the adviser presented a financial plan that was clear and understandable which I agreed to.
Since then I have been impressed by the communication I have with my adviser, happy to recommend.