Specialist advice on funding care fees

About Us

Whatever your requirements, you need to feel confident you’re dealing with qualified, experienced professionals, who are specialists in their field. That's why you should speak to Goodman Care Fees Advisers.

We understand the emotional upheaval and stress felt by those who need to find and fund care either for themselves or for loved ones. New clients often speak of the difficulties they have faced in getting the clear guidance and information they need to help them make important decisions – ones that often have to be made quickly and at a point of crisis.

By choosing us as your specialist care fees advisers you can expect:

  • A caring, patient and understanding approach
  • Good, professional service with attention to detail
  • Considered and carefully constructed guidance and advice, explained in clear terms
  • Ongoing advice and assistance according to your own situation and requirements

For more than 30 years we've built our business by providing sound advice and good service. We value the long-term relationships we have with our clients and the trust they put in us to look after their interests.

New clients are referred to us by friends and colleagues, professional advisers and care providers. We’re sure that’s because of what we do, how we do it and the results we achieve.

Why Use Us

We specialise in providing truly independent advice to clients, Deputies and Attorneys on meeting the cost of care fees.

Arranging to receive care for yourself or a loved one can be a daunting experience. Our assistance with your finances can make life easier and allow you to concentrate on other important matters, such as choosing a suitable care provider or selling a property.

With over 30 years of experience and having acquired specialist knowledge and qualifications, we'll help you to clearly understand the financial aspects of the complex care system and work with you to reach a decision on a suitable funding strategy, whilst keeping ongoing administration to a minimum.

We provide sound, practical, impartial advice and always explain our recommendations in clear terms with the minimum of jargon.

We strive to provide a quality service at all times and to ensure you always receive continuity and personal attention from your adviser.

In 2015, we participated in the excellent Dementia Friends initiative. Having all undergone Dementia Friends training we have a much better understanding of the condition and this has helped us a great deal when working with our clients or their legal representatives. For more information on Dementia Friends please click here.

Our Fees

We’ll always tell you how much our advice or services will cost before we start work. Our fees will reflect the complexity of your financial affairs and our responsibilities to you.

Legislation (known as the ‘Retail Distribution Review’) introduced on 31 December 2012 meant that advisers could no longer receive commission for arranging investments but instead had to charge fees for their advice and services.

We started working on a fee-charging basis in 2005 because we felt that this was a fairer approach and it emphasised our commitment to providing independent and impartial advice.

As early adopters of fees (long before legislation forced advisers to change), we have gained valuable experience in knowing what is fair and reasonable – and how charging fees for financial advice works in practice.

We make sure our charges are competitive and there is no obligation to sign up for services you don’t really want or need.

Fees that relate to arranging financial products are VAT exempt but we sometimes have to charge VAT on our fees for other services. Our VAT number is 202 7845 22.

Chartered Status

Chartered Status

We are one of only 3% of Regulated Advisory Firms in the UK to achieve Corporate Chartered Financial Planning status (as at January 2017) and the first to achieve this in Kent.

This award is achieved and maintained by meeting the rigorous standards of professionalism demanded by The Chartered Insurance Institute. This includes demonstrating our commitment to developing and maintaining the knowledge and capability of our financial planners and the rest of our team.  We’ve also adopted the CII’s code of ethical practice that places our clients’ best interests at the heart of the advice we give and everything we do.

For you, it’s further reassurance that our financial planners are highly qualified, experienced and knowledgeable. It also demonstrates that we’re committed to building our knowledge and skills so that our clients get the most up-to-date advice available. 

More information about our Chartered Financial Planning status can be found here and by watching the video below.

Our Advisers

Neil Whitaker and Andy Kirk are Chartered Financial Planners.

Neil Whitaker, APFS advises elderly clients, their families, Attorneys and Deputies on how to fund care fees and related matters such as Estate preservation. Neil was awarded the Later Life Adviser Accreditation and became a full member of The Society of Later Life Advisers (SOLLA) in July 2010. 

Andy Kirk, APFS is the firm’s investment specialist.  Andy’s clients include individuals planning for their retirement as well as Trustees, Attorneys and Deputies. Andy was awarded the Later Life Adviser Accreditation and became a full member of SOLLA in December 2013.

We’re one of only four IFA firms in London and the South East to have two full SOLLA members, which underlines our commitment to provide quality advice to Later Life clients.

Neil Whitaker, Partner, APFS

Neil Whitaker, Partner, APFS advises elderly clients, their families, Attorneys and Deputies on how to fund care fees and related matters such as Estate preservation. Neil also has considerable expertise in advising Trustees on investment strategy. Neil has three children, is a keen tennis player and enjoys music, theatre, watching sport and spending time with family and friends.

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Andy Kirk, Partner, APFS

Andy Kirk, Partner, APFS is the firm’s investment specialist. Andy’s clients include individuals planning for their retirement as well as Trustees, Attorneys and Deputies. Andy lives locally with his wife, Steph, and their two boys. He enjoys gardening, watching sport and drinking real ales.

Read more

Research and Technical Support

Our highly qualified and experienced research team provide vital technical support to our advisers.

Stuart Foden, Dip PFS, IMC

Stuart Foden, Dip PFS, IMC is our senior paraplanner and team leader. He worked in discretionary fund management before joining us in 2002 and evidenced his excellent investment knowledge by achieving the Level 4 Certificate in Investment Management from the Chartered Financial Analyst Institute. Stuart is married to Siobhan, has 3 young children and a pet cat called Milo. In his spare time, Stuart is a volunteer football coach for his son Lucas’ football team, although many would argue that Lucas is now teaching Dad!

Simon Pockett, Cert PFS (Paraplanning)

Simon Pockett, Cert PFS (Paraplanning) joined us in 2009 from a national firm of advisers. After initially becoming our senior client services co-ordinator he was promoted to join our paraplanning team in 2013 and now works closely to support all our financial planners. Simon is married with two young children. He enjoys playing all sports, particularly golf, to a wide variety of standards. He is also partial to good food with some live music.

Richard Searle, Dip PFS

Richard Searle, Dip PFS re-joined us in 2016 and is also a senior paraplanner and works closely with Andy Smith on retirement planning matters. Outside of work Richard likes to keep fit and his main pursuits are karate (both practicing and teaching) and rock climbing.

Client Services & Accounts

What business can survive without an efficient client servicing and accounts team?

Ian Knipe

Ian Knipe is our Office Manager and has been with us since the summer of 2000. As well as having the important role of managing the smooth running of our office, Ian also deals with our accounts, IT, payroll, client services team and ensures the firm adheres to compliance procedures. Ian is a member of Audax UK and enjoys going on long distance cycle rides.

Jada Kwong

Jada Kwong joined us in 2013 from another local IFA practice and will be well known to many of our clients. Jada has considerable experience and is our senior client services co-ordinator. Jada has a young daughter and enjoys cake baking and sugar craft decorating as well as eating them! She also enjoys salsa dancing, reading and playing the piano.

Kathryn Briggs

Kathryn Briggs joined us in 2015 when we expanded our client services team. Kathryn also has considerable experience, having previously worked at another IFA practice. In her spare time Kathryn enjoys playing golf and regularly participates in club matches. She also loves to travel and experience new sights, as well as spending time spoiling her young nephews and niece.

Lorna Watson

Lorna Watson joined us in 2014. Lorna has a variety of roles within our firm but hers is the friendly voice you usually hear when you telephone us and makes clients who visit our office welcome and comfortable.

SOLLA Later Life Advisers

SOLLA Later Life Advisers

We’re one of only four IFA firms in London and the South East to have two full SOLLA members, which underlines our commitment to provide quality advice to Later Life clients.

Neil Whitaker was awarded the Later Life Adviser Accreditation and became a full member of The Society of Later Life Advisers (SOLLA) in July 2010.

Andy Kirk was awarded the Later Life Adviser Accreditation and became a full member of SOLLA in December 2013.

SOLLA is a not for profit organisation and aims to assist consumers and their families in finding trusted accredited financial advisers who understand financial needs in Later Life. SOLLA also works to raise awareness of the financial issues associated with Later Life and to improve the standards of practice of those engaged in advising older clients.

Neil and Andy specialise in the financial needs of older people. Accreditation from SOLLA provides added reassurance that their advice, practical help and guidance will help their clients to make the right decisions at the right time. Why would anyone choose an adviser with anything less?

More information about SOLLA can be found at www.societyoflaterlifeadvisers.co.uk

 

West Sussex Carewise

West Sussex Carewise

We were very proud to be invited by West Sussex County Council to join their Carewise initiative when it was launched in 2011.

Established by West Sussex County Council, Age UK West Sussex, the Society of Later Life Advisers (SOLLA) and West Sussex Partners in Care, Carewise provides a pathway to information and advice about Care Funding. It aims to help you make the right choice of care and support, at the right time, with the right funding solution.

Carewise has built a strong reputation and, when the Care Bill was being debated in the House of Lords, it was referred to as a model of good practice for Local Authorities.

More information about Carewise can be found here

 

West Sussex Buy with Confidence

West Sussex Buy with Confidence

In conjunction with our membership of West Sussex Carewise, we are proud to have qualified as a Member of the West Sussex ‘Buy with Confidence’ scheme. 

What does being Buy With Confidence Trading Standards Approved mean?

  • Vetted and approved by Trading Standards
  • Committed to operating in a legal, honest and fair way
  • Criminal record checked 
  • Qualified, experienced and fully insured
  • Monitored to ensure a high level of customer service
  • Advised on Trading Standards legislation

More information about the West Sussex Buy with Confidence scheme can be found here.

A condition of the Scheme is that we have to request feedback from our clients. The written feedback facility has been discontinued and now must be provided online. 

We would be grateful if you could leave your feedback by clicking here, ensuring that you enter Goodman Care Fees Advisers in the ‘Search by Traders Name’ box.

STEP

Neil and Andy are Affiliates of the Society of Trust and Estate Practitioners (STEP), having obtained the STEP Certificate for Financial Services (Trusts & Estate Planning).

Since the launch in 2010, over 600 professionals have achieved this qualification with only a little over 200 specialising in financial planning.

We feel that this demonstrates our commitment to acquiring knowledge in order to help us support and provide holistic advice to individuals, Attorneys, Deputies and Trustees.

SIFA Professional Membership

SIFA Professional Membership

SIFA’s objective is to support and assist interaction between solicitors, accountants and financial advisers.

SIFA Professional Membership is only open to FCA-regulated firms that provide impartial advice, free from the influence of third parties. Firms which are restricted to advising on the products of a limited number of product providers are not eligible.

We were proud to be granted membership in 2008 and are the only Tunbridge Wells based firm to appear in the Law Society endorsed SIFA Directory of Professional Financial Advisers.

Our membership of SIFA underlines our determination to work with other professional advisers for the benefit of our mutual clients.

Goodman Care Fees Advisers is a trading name of The Goodman Partnership LLP, which is is registered in England and Wales (Reg No. OC391820) and is Authorised and Regulated by the Financial Conduct Authority. Registered Office: 7 Vale Avenue, Tunbridge Wells, Kent, TN1 1DJ. VAT Registration No. 202784522.