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TF - Telford

Care Financial
Management

Care Financial Management
Independent Financial Advisers

Address: TF, ST and WV postcodes
Telephone: 01952 850 359
Mobile: 07914 580 474
E-mail: ianmanwaring@thinkpositive.co.uk
Visit our Web Site: www.carefinancialmanagement.co.uk

Contact: Ian Manwaring, Independent Financial Adviser

Background

Care Financial Management is a 'partner' and trading style of Positive Solutions (Financial Services) Ltd. Care Financial Management specialises in providing advice and solutions to clients who are in or approaching retirement and is one of the country’s leading advisers in this field and is particularly strong in care fees, estate planning, and investment solutions for elderly clients.

CFM’s other services include the option of a wealth management service for investment sums over Ł50,000 and which encompasses a discretionary investment management facility for both onshore and offshore investment portfolio’s where appropriate to the client.

CFM also offers comprehensive financial planning reports, which can demonstrate how well your existing arrangements are fulfilling your needs and what you need to do to be on track in one or more areas.

Main areas of advice:

Onshore Investment:	ISAs, Unit Trusts, Investment Bonds
Offshore Investment:	Investment Bond portfolio’s via Wealth Management Service
Pensions:	advice/investment management of Self Invested Personal Pensions
Care Fees:	provision of Long Term Fee funding and Estate Preservation
Tax Planning:	specific solutions to reduce or mitigate income or capital gains tax
Estate Planning:	use of trusts, will trusts, and specific inheritance tax solutions

Your adviser:

Ian started in financial services in 1982, initially with a UK high street bank, and in 1991 joined the direct sales force of another major UK bank where he achieved senior consultant status, providing advice to both personal and corporate clients of the bank.

Between 1997 and 2002, Ian concentrated on providing wealth management services to predominantly retired and elderly clients of two UK private bank organisations. In particular, Ian’s areas of expertise included investment management, estate planning/inheritance tax, trusts and long-term care planning.

Ian provides specialist advice to clients in West Midlands, South Staffordshire and Shropshire, as well as helping to educating care homes within the region of the benefits of specialist independent care fees advice to residents and their families.

Qualifications:

Ian has constantly developed his knowledge and technical ability, currently holding the following qualifications, including a Distinction within the Investment Advice Certificate.

FINANCIAL PLANNING CERTIFICATE (FPC)
INVESTMENT ADVICE CERTIFICATE (IAC)
PROFESSIONAL INVESTMENT CERTIFICATE (PIC)
CERTIFICATE IN LONG TERM CARE (CF8)
CERTIFICATE IN MORTGAGES (CF6)
CERTIFICATE IN LIFETIME MORTGAGES (CF7)

Positive Solutions (Financial Services) Ltd are authorised and regulated by the Financial Services Authority
Tax advice is not regulated by the Financial Services Authority

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