Our Specialisms
Care Fees Planning/Long Term Care
Since 1999 Wellserve has been helping families with their finances in providing advice on care fees planning. Good financial advice from an experienced Independent Financial Adviser who is fully qualified in this specialist area is crucial at this time.
Both Ian McKenzie and Andrew Meade are members of Symponia, the national professional body founded on traditional values to help families during a very difficult and highly emotional time. Symponia members are required to hold an FSA recognised long-term care qualification, follow a printed Code of Practise and Conduct, and have undergone a current Criminal Records Bureau check. For more information, please visit the following website http://www.symponia.co.uk// (link opens in a new window).
Together with Symponia we have produced an informative and helpful handbook on this subject which is a good starting point if you want to find out more. Please click here if you would like to receive a complimentary copy.
As this is often a very stressful time for the family, you may want immediate answers to your questions and concerns. If this is the case, please call us on our free phone number 0800 622 6055 and we will be happy to help.
Charities
The law firm of Wellers have a very strong Charity Department which is headed up by one of its senior partners, Mr Paul Martin. Wellserve work very closely with this department helping them with their charity clients and their financial planning needs. In particular - Trustee investments, pensions, key man insurance and employee benefits.
Over time, Wellserve has developed a great understanding of how charities work and the ever changing legislation that governs them. With this practical experience and the backup of Wellers' expertise, we are able to provide innovative and tailor-made solutions for charities.
Paul Martin of Wellers is the author of the very well received Christian Charities Handbook. This has proven to be very valuable to many charities. Wellserve contributed to the chapter about Financial Planning. For more information, please visit the following website:- www.ivpbooks.com/9781844742769 (link opens in a new window).