Many people in their later years worry about how their bills will be paid if they are no longer able to manage their financial affairs. Younger relatives caring for elderly persons are often concerned with arranging payments of bills, rest home fees, and dealing with other assets of the elderly person.
The Firm has been looking after families of all generations for over 100 years. We are able to offer a wide range of professional advice and practical support.
Our services include:
This document is specifically designed to cope with the problems that arise if through ill-health, advancing years, or accident, someone is not able to deal with their financial affairs.
We can prepare, at a time when you are able to give the matter your full consideration, a Lasting Power of Attorney appointing a suitable person to manage your affairs when you no longer feel able to do so.
Once the document has been completed, it can be kept in our strongroom and it need not be used unless and until it is needed.
If you do not have a suitable relative or friend then a Partner in this Firm can act on your behalf. We will advise on the terms and conditions to be considered.
A Lasting Power of Attorney is a simple, inexpensive but very effective document. We believe that every Client should have one just in case.
If you wish, as well as preparing a Lasting Power of Attorney, we can manage all your financial affairs on your behalf. This service includes payment of bills, nursing home fees, dealing with the Department of Social Security where necessary, and advising you on any other assets or property that you have. We can arrange for your bills to be sent direct to us to be paid out of your funds, so saving you time and worry.
We will report to you regularly so that you are kept fully informed
In addition to looking after payment of bills etc on your behalf, we can also look after your savings and investments for you and our associated Chartered Financial Planning company, DKM Wealth Limited can provide you with clear advice on all aspects of your investments and savings.
We currently administer millions of pounds on behalf of clients, although you do not need to be wealthy to take advantage of our service. We provide support and advice for persons with only a few hundred pounds and for those with rather more.
In conjunction with our associated Chartered Financial Planning company, DKM Wealth Limited, which is authorised by the Financial Services authority to provide independent financial advice we can arrange for a review of all existing savings and investments to ensure that they are suitable. If circumstances alter you can receive advise on whether savings and investments should be changed, to arrange, for example, payment of Nursing Home or Rest Home fees.
We offer a visiting service to your home or nursing home or rest home, for those clients who find it difficult or inconvenient to travel to our offices.
Together, these services to the mature client offer a complete package covering their financial and general affairs. To many of our Clients, particularly those living alone, being able to rely on us to deal with their finances, relieves them of considerable anxiety.
Please contact us for more information on how we are able to help, or to arrange an initial interview.
“...and a big thanks to your team....my Mum felt she was treated in a caring way during the meetings that took place setting up her final financial wishes...” From Mr C
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