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Guiding Your Golden Years: Financial Clarity and Security in Retirement.

Eldercare Nexus provides bespoke financial planning to help you enjoy a prosperous and worry-free retirement. Your future, secured with integrity.

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Comprehensive Retirement Financial Solutions

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Pension Advisory

Navigate the complexities of defined benefit, defined contribution, and SIPP pensions with our expert guidance to maximise your retirement income.

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Wealth Management

Grow and protect your assets for a lasting legacy. We create tailored investment portfolios focused on capital preservation and steady income generation.

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Estate & Legacy Planning

Ensure your wishes are fulfilled and your loved ones are cared for with comprehensive Inheritance Tax planning and strategic will and trust advice.

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Long-Term Care Solutions

Plan ahead for future healthcare needs without depleting your savings. We'll help you find the right insurance and funding solutions.

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Equity Release Guidance

Unlock the tax-free funds from your property safely and effectively. We provide impartial advice on lifetime mortgages and home reversion plans.

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Bespoke Investment Strategies

Move beyond one-size-fits-all solutions. Our team designs bespoke investment portfolios tailored to your risk tolerance and retirement income goals.

Our Straightforward Four-Step Process

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1

Discovery Call

A confidential, no-obligation conversation to listen to your needs, understand your current financial situation, and discuss your goals for the future.

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2

Strategy Formulation

Our experts analyze your complete financial picture and craft a personalised, written retirement strategy with clear, actionable recommendations.

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3

Plan Implementation

We don’t just give you a plan; we guide you through every step of putting it into action, handling the paperwork and coordinating with all necessary parties.

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4

Ongoing Partnership

Your life and the market change. We provide regular reviews and ongoing support to ensure your financial plan remains robust and aligned with your goals.

Meet Your Dedicated Financial Advisors

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Eleanor Vance

Senior Wealth Advisor, CFA

With over 20 years in wealth management, Eleanor specialises in creating resilient investment portfolios for retirees. Her focus is on balancing growth with capital preservation.

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Richard Sterling

Pension & Estate Specialist

Richard is an expert in navigating complex UK pension schemes and inheritance tax law. He is dedicated to helping clients secure their legacy for future generations.

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Samantha Chen

Certified Financial Planner (CFP)

Samantha is passionate about holistic financial planning. She helps clients integrate all aspects of their finances, from long-term care to equity release, into one cohesive strategy.

What Our Clients Say About Us

Start Your Journey to a Secure Future

Reach out today for a complimentary, no-obligation consultation with one of our expert advisors. We're here to listen and help.

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Our Office

Eldercare Nexus
315 Paternoster Row, Floor 4
London, Greater London, EC4M 7BA
United Kingdom

Phone: +44 20 7946 0951

Email: info@eldercarenexus.co.uk

Hours: Mon - Fri: 9:00 AM - 5:00 PM

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