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Private Client Services for Care Homes

Our experienced and compassionate team can provide a wide range of services for residents and their families to help them manage their affairs, while helping you meet requirements to protect residents from financial abuse.

We regularly attend care homes to assist them in educating residents and families on managing their affairs.

We provide services including:

Later Life Information Guide for residents and their families

Attendance at residents’ meetings and providing talks on later life legal affairs

Training and support for staff to ensure families can manage their relatives’ financial affairs legally

Wills, Power of Attorney and Court of Protection

Deputy services

Training and advice on identifying financial abuse

End of life advice

Property sale services

Care fees funding advice


Manage your privacy

How we handle your personal data

The General Data Protection Regulation (GDPR) gives you more control over how companies like ours use your personal information and makes it quicker and easier for you to check and update the information we hold about you.

As part of our service to you, we will continue to collect, use, store and share your data safely and securely. This doesn’t require any action on your part.

For more detailed information view our Privacy Hub