How wealth managers can help to close the care planning gap

Presented by

Matt Dickens, Senior Business Development Director, Ingenious and David Nugent, Managing Director, Grace Consulting

About this talk

We have teamed up with Grace Consulting, one of the UK’s leading care advisory services, who will explain how wealth managers can play an integral role in joined up planning for care, without having to be specialist care advisers themselves. We will also discuss how care planning can help you to build your service proposition and support relationships with the next generation. In England, more than 1 in 3 people ages 85+ need care and support*. Whilst professional services to assist with care planning are available, they often come at a cost, can be disjointed from financial planning and people may not be sure of their value until it is too late. In this webinar, Grace Consulting representatives will talk about the Care Advisory Service that is offered free of charge to all new Ingenious Estate Planning investors. *Age UK, Briefing: Health and Care of Older People in England 2019

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (7)
Subscribers (567)
As experts in the media, infrastructure and real estate sectors, we create value by identifying, funding and managing compelling investment opportunities.