Later life care
Care fees, funding options and protecting the family home, advised by SOLLA-accredited advisers who understand later-life decisions.
Alexander House
Accreditations and charters
Regulated advice, with recognised later-life expertise.
Alexander House is FCA registered and supports the Financial Vulnerability Taskforce Charter. David Gibbons holds the Society of Later Life Advisers accreditation for care fees and later-life planning.
SOLLA AccreditedSociety of Later Life AdvisersIndependent, not-for-profit accreditation for financial advisers who have demonstrated additional knowledge in later life and care fees planning. Held by named advisers, not the firm.Accredited: David Gibbons
FVT Charter SupporterFinancial Vulnerability TaskforceThe Financial Vulnerability Charter sets out how firms should recognise and respond to clients who may be vulnerable through age, health, bereavement or a difficult life event.Planning for care, without losing the plan for the familyLater life care is one of the biggest financial decisions a family faces, and it usually arrives quickly. The questions are practical: how care fees will be paid, how long savings will last, whether the family home has to be sold, and what the local authority and the NHS will and will not fund.→
Alexander House advisers look at the whole picture: pensions and investments already in place, the home, benefits such as Attendance Allowance, NHS Continuing Healthcare, and the options for funding care for life. Recommendations, costs and risks are explained before anything is arranged.
- Understanding the local authority means test and what it treats as capital
- Immediate needs annuities and other care fee payment plans
- Using pensions, investments and property wealth to fund care
- Protecting a spouse or partner who remains at home
- Deputyship, Lasting Powers of Attorney and working with the family’s solicitor
- Inheritance and gifting alongside the care plan
Accredited later life adviceThe Society of Later Life Advisers (SOLLA) is an independent, not-for-profit body that accredits financial advisers who have demonstrated additional knowledge in later life and care fees planning. David Gibbons holds the SOLLA Later Life Adviser Accreditation and is listed on the SOLLA Find an Adviser register.→
Alexander House also supports the Financial Vulnerability Taskforce Charter, which sets out how firms should recognise and respond to clients who may be vulnerable, whether through age, health, a bereavement or a difficult life event.
Some later-life planning, including trusts and inheritance tax work, is not regulated by the Financial Conduct Authority. Immediate needs annuities and investment-based options are regulated, and the adviser explains which is which.
Talk to the team
Speak to Alexander House about your next financial decision.
Email the team, or send a short note through the contact form. We will come back to you with a clear next step.