Long Term Care Planning Dorset

50+ 5-star reviews from clients

Expert Long Term Care Planning in Dorset

Planning for long-term care is an essential part of financial security in later life. At Ward Goodman, we help individuals and families navigate the complexities of funding care, ensuring your financial resources are structured efficiently to meet future needs.

Whether you or a loved one requires residential or in-home care, our financial planners provide tailored solutions to cover care costs while preserving wealth. We explore various funding options, from savings and investments to government support, helping you make informed decisions about your long-term financial well-being.

With expert advice, you can ensure you have the financial security to access the right care when you need it, without placing unnecessary strain on your family’s finances.

Ward Goodman has offices in both Ferndown and Shaftesbury, making it easy for clients across Dorset to access expert long-term care planning advice. Our local teams understand the financial challenges associated with care funding and are here to support you with face-to-face or remote guidance every step of the way.

Our Long Term Care Planning Services

Care Home Fees Planning

We provide expert guidance on funding care home fees, helping you structure your finances effectively to cover long-term care costs.

Income Generation

We explore financial strategies to generate additional income, ensuring you have the resources to support care expenses without depleting savings.

Savings and Investment Advice

Our planners help you manage your assets and investments to ensure long-term financial security while covering the costs of care.

Estate and Wealth Preservation

We help you structure your finances to ensure your wealth is preserved while meeting long-term care costs, allowing you to pass on assets to loved ones in a tax-efficient manner.

How Our Long Term Care Planners Can Help

Long-Term Care Financial Planning  
The cost of long-term care can be significant, and planning ahead is crucial. Our specialist financial planners provide expert guidance on structuring your finances to cover care expenses efficiently while maintaining financial stability.

Funding Care Home Fees  
We help you understand the different ways to fund care home fees, including investment strategies, savings, and state support. Our team can assess your assets and income to develop a personalised care funding plan that aligns with your needs and circumstances.

Income Generation for Care Costs
Additionally, we offer advice on income generation to help supplement care costs and ensure ongoing financial security. Whether through pension withdrawals, investment returns, or other financial solutions, we work with you to create a sustainable plan that supports your long-term well-being.

Sustainable Care Funding Plan
We work with you to create a sustainable plan that supports your long-term well-being and ensures ongoing financial security during your care.

Meet Our Long Term Care Planning Experts

Our long term care planners are committed to delivering personalised services, ensuring your financial needs are met with expertise and confidence.

Adrian Seager

Financial Planner

Alex Foster

Group Managing Director & Chartered Financial Planner

Chris Peters

Financial Planner

Gareth Simon

Group Director & Head of Financial Services

Garry Crook

Financial Planner

Bill Muammar

Chartered Financial Planner

Frequently Asked Questions

Planning for long-term care is an essential part of financial security as we age. Whether you’re exploring care options for yourself or assisting a loved one, understanding how to fund care costs effectively can make a significant difference. A well-structured financial plan ensures that you have access to the right level of care without unnecessary financial stress. With expert guidance, you can safeguard your wealth while securing the support you need for the future.

Care costs vary depending on the type of support required. We help you explore funding options, including personal savings, pensions, investments, and government contributions.

Depending on your circumstances, you may be eligible for state support, such as local authority funding or NHS Continuing Healthcare. Our team can guide you through available benefits and how they apply to your situation.

Yes, a well-structured investment strategy can generate income to help pay for care. We provide tailored investment advice to support your financial stability.

We offer solutions to help manage care costs while preserving your estate for future generations, ensuring your wealth is used effectively.

The sooner you start planning, the more financial options will be available. Early planning allows you to explore tax-efficient savings and investment strategies to secure future care.

The Process

A hassle free onboarding process

Initial referral or inquiry

Whether you’ve been referred or inquired yourself, our team will reach out to you in a timely manner

Free consultation

We offer a no-cost, no-obligation meeting at one of our offices, or over the phone

Quote and setup

We’ll provide you with a tailored quote and when you’re ready, our tax advisors will begin services

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

Why Choose Ward Goodman?

Client satisfaction is paramount to us. We have a broad range of clients, and we endeavour to offer them the best tax planning service possible through continuous improvement and focus on doing things right the first time.

Experienced Advisors & Accountants

Our Dorset-based team can advise and support any size of business locally or nationwide.

Bespoke Financial Advice & Tax Planning Service Packages

Flexible, bespoke service covering all aspects of tax planning.

Access to a Full Team of Finance Experts

From our Financial Advisors to Pension Advisors.

Our Awards and Accreditations

Ward Goodman’s excellence in accounting and tax advice is validated by notable awards and accreditations within the UK financial industry.

Xero Certified

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AAT Qualified

Ward Goodman was honoured with the prestigious Accounting Excellence Award,

Xero Certified

We are accredited by the Association of Chartered Certified Accountants (ACCA)

ICAEW Membership

Ward Goodman proudly holds membership with the Institute of Chartered Accountants

Partnerships

As a distinguished Partner, we utilise cutting-edge technology
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Join Ward Goodman and experience the benefits of our pioneering approach in financial planning, wealth management, accounting, and tax advisory.

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Need advice? Our team of financial experts can help.

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