Independent Financial Advisers in Hampshire



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BH - Bournemouth

Charlwood Independent
Financial Advisers

Lewis Innovative
Investment

Money Wise IFA Ltd

Bournemouth Investments
Ltd

Ward Goodman
Financial Services

The Wealth Care
Partnership

Heliting Financial
Services Ltd

The Wealth Care Partnership

Address: 7 Glasshouse Studios, Fryern Court Road,
Fordingbridge, Hampshire, SP6 1NG
Freephone: 0800 652 8232
Fax: 01425 650 735
E-mail: advice@thewealthcarepartnership.co.uk
Visit our Web Site: www.thewealthcarepartnership.co.uk

Contact: Karen Rayner

General information

Karen has been an Independent Financial Adviser for over 16 years and has been in the financial services industry since the early 80s.

She set up The Wealth Care Partnership LLP with Tim Anstee, Dip PFS to advise on Wealth Protection and they are both fully qualified Long Term Care consultants. People who fall into any of the catagories below, would benefit from the advice and service provided by The Wealth Care Partnership:-

Planning for income and financial security in retirement

Those wishing to protect their families from Inheritance Tax

Investors who wish to take advantage of tax efficient investments

Those who are looking for alternatives to cash deposit accounts

Individuals who are acting as Enduring Powers of Attorney for an elderly relative receiving care in their home or in a care home

Investors who wish to improve their investment performance and/or income

Those who wish to have a complete review of their assets

Those who would like to improve performance on their pension funds

Investors who would like a personal financial consultant who works together with a third party portfolio manager, achieving excellent investment performance

The Wealth Care Partnership work closely with solicitors and care homes in the Dorset, Hampshire and Wiltshire areas, advising their clients/residents on long term care financial planning. They would be very happy to provide an initial meeting without obligation, in order to see whether they are able to help.

Karen Rayner,Partner & Long Term Care Specialist

Karen Rayner,Partner & Long Term Care Specialist

�It is a sad fact of life that many elderly people could have avoided losing their hard earned capital on paying for care. If they had crucial facts and information when they first needed it, they may well have protected their wealth from erosion over the years. There is such a lack of clear and concise information available to all those dealing with financing care fees and for this reason, I decided to put together a guide to help everyone to make the right decisions, at the right time, for the right reasons. If you are worried about funding for care fees, call our Freephone number or go onto our website to order your copy of our Guide to Care Fees Financial Planning.�
Karen Rayner, Partner & Long Term Care Specialist

Words of Praise

See what our clients say about us��

�We have found your help and advice so valuable�the advice is so good and I hope and trust the relationship with Karen Rayner may continue indefinitely�I certainly would have no hesitation in recommending her to anyone else��Mr D, Dorset

�The real benefit has been the feeling and knowledge that our finances are in the hands of someone we trust�this feeling of comfort is priceless�you are interested in us as people, and not just our money�I have already recommended you and would continue to do so without hesitation��Mr B , Surrey

The Wealth Care Partnership LLP is authorised and regulated by The Financial Services Authority FSA reference number: 466518
The Wealth Care Partnership LLP is a Limited Liability Partnership registered in England and Wales Registration number OC325985

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