Care
Fees Investment Limited was one of the first companies to specialise
in providing funding for immediate long-term care plans.
"We
value their sensitivity to this, as well as their extensive experience
in this area" - Elderly Accommodation Counsel.
Director
Andrew Dixson-Smith has over 10 years experience in this particular
field and considerable previous experience in financial planning.
He is acutely aware that the emotional upheaval surrounding the
need for long-term care puts huge stress on both the individuals
and their families.
Senior Consultant, Val Knights has over 35 years experience in the Financial Services industry and qualified as a Financial Adviser 20 years ago. He has also obtained the Advanced Financial Planning Certificate. Val has extensive experience in advising clients across a wide range of Pensions, Investments and Long Term Care products, and is also a Justice of the Peace.
Consultant, Annette Williams ~ Qualified as an Independent Financial Adviser in 1993 and obtained the Advanced Financial Planning Certificate in 2005. Annette also holds the Long Term Care qualification and enjoys working with and advising the elderly.
General Manager, Paul Howlett ~ has over thirty years experience in the financial services industry, which has included the structuring of systems and working practices for new companies in the market. His main priority is to ensure that all aspects of establishing your Plan are handled smoothly and effectively, and that we always maintain a high level of service, combined with clarity of communication
Customer Services Co-ordinator, Kerri Barrett is the first point of contact for client enquiries, and has 10 years experience in the sales and administration market. Kerri’s role is to work proactively with clients and our Advisers in providing an effective line of communication and an outstanding level of service in meeting client needs.
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