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True Bearing | Independent Financial Advice

Care Fees

True Bearing is a regional specialist for Care Fees Planning and has a close relationship with Symponia, the national specialists body  http://www.symponia.co.uk/.  Ask for your copy of “The Ultimate Care Fees Planning Handbook” or click here to download in PDF format.

We advise personal clients, care home owners, care firms, attorneys and care associations. We are members of the Lancashire Care Association http://www.lancashirecare.org.uk/

You can protect the payment of care fees for your loved ones in a tax efficient manner, and save their estate from the hands of the local authority.

 

Testimonials

 Julie guided us through the process of purchasing a suitable annuity to meet the shortfall in my mother’s income to meet my mother’s Dementia Care Fees. Julie met my mother in the earlier stages of her illness and was able to assist me to take the necessary steps to gain Power of Attorney. I am happy to recommend Julie without hesitation, and consider her to be a trusted family friend, who I can call on if I need to at a future date.”

C Smith, Liverpool

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“I have recommended Mark O’Neill of True Bearing to my residents and their families for several years. I view the specialist Care Fees Planning advice that he provides as a valuable service that I can offer my residents, and anyone we encounter with financial concerns. I have been particularly impressed with the very professional, high qualified and independent advice that is provided.

I would not hesitate to recommend Mark to anyone wishing to plan for privately funded care fees, and to safeguard their assets. We have received excellent comments from clients who have already been assisted”.

Mr G Hill, Director, Lancashire Care Association
Owner, Commill Nursing Home, Garstang