Later life care funding

Whether you're planning for your own care in the future or helping a loved one deal with their needs now, we can help.


Comfort and stability, secured

None of us like to consider a scenario where we need to be cared for, but it is a reality for many. Planning in advance can be a great help to the loved ones who will be helping you, as they will have reassurance that they are fulfilling the wishes you specified when you had capacity.

If you, or a loved one, are in a position where you require advice on care now, you may be worried about the impact of the high costs on your portfolio. There are many ways to pay for care and we are here to guide you to your solution.

Our team works exclusively with people in or approaching the later part of their lives, which gives us a deep understanding of the issues you face and the emotions you’re going through. As a result, you get the peace of mind of knowing your affairs are in safe hands with us.


How we help

Care Funding Advice

You might be able to fund all or part of your care with income from existing savings, investments, or pensions, but a professional eye needs to be cast over these first. There may be a more effective way to secure a shortfall caused by care fees.

My Care Consultant

If your loved one requires care now, My Care Consultant can provide you with an independent service to help you navigate  the complex decisions you face. We work closely with My Care Consultant to give you the advice you need on paying for their care.

Care Hub

If you wish to understand how a need for care might affect you or a loved one in the future, Care Hub offers a single source of all the relevant and up-to-date information you need. Deep Dive Financial Planning offers our clients exclusive access to Care Hub as part of our ongoing service.



01 Introduction call

02 Discovery meeting

03 Research and Financial Planning report

04 Implementation

05 Ongoing service

Your
journey

We work carefully with you to understand your situation and your needs. Together, we follow five simple steps to build your plan of action and secure your wealth for your family.

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Choosing Deep Dive

Our clients and expert peers explain what it's like to work with us.

Mike and Eve Clients since 2010

Working with Deep Dive, reliable is the word that comes to mind. 

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Nicholas Client since 2013

He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.

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Jamie Kyte, Chartered Financial Planner

Pete’s used to doing this and creating plans for people so that they know how to reduce their inheritance tax, but also ensure that they’ve got enough money no matter what.

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Andrew and Fiona Clients since 2013

Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.

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Jacqueline Berry, My Care Consultant

It is so important, as a duty of care, to speak to an appropriate financial adviser.

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Tom Client since 2013

I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.

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