True Bearing Chartered Financial Planners have expanded their presence in the CARE FEES arena. It has trained many more of its Independent Financial Advisers in this niche area of Financial Planning.
Helen Lupton, Head of Compliance explains: “Advisers are taking specific exams and targeted training to understand fully this rapidly growing area of advice”. Helen continues: “We have always had 2 specialist IFAs, but now we are growing the team to 7 or 8, who geographically will be spread throughout the North.”
In late 2012 leading Barrister Tish Hanifan supported True Bearing Chartered Financial Planners and fellow professionals by presenting, on the Firm’s behalf, a full days Continuing Professional Development (CPD). Over 50 solicitors from firms all over the north west attended to further their understanding of both the legal and financial aspects of care advice.
To download a pdf version of “The Ultimate Care Fees Planning Handbook”, please click here
Please take advantage of our care fees calculator, which can help you better understand your own position.
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