The professionals we introduce you to – and the one rule that governs every introduction
Some things a care guidance practice should not do: draft your will, advise on your money, apply to a court. For those we introduce you to a named professional, regulated by the right body, insured, and paid by you at their own fee. We take nothing from any of them. Ever.
- No commission, no gift, no reciprocal payment
- Written into our terms
- Checked by our insurer
- Registration checked against the public register
- Insurance confirmed in writing
- Complaints record reviewed every year
- Every introduction is with your permission
- You may use anyone else instead
- You pay the partner directly, at their own fee
Who we work with
One partner per specialism per region, chosen for competence and manners, not volume.
Will writer
Simple and mirror wills, codicils and will reviews. We do the capacity check where there is any doubt; they draft. Probate stays with a solicitor.
Partner’s own fee · typically £150–£350Later-life financial adviser
Care-fees planning, immediate-needs annuities, deferred payments, equity release and what to do with the house. We supply the care needs and cost report; they advise.
Adviser’s own fee · disclosed in writingCourt of Protection solicitor
Deputyship applications, contested LPAs, judicial review of ICB and council decisions, probate and estate administration. We supply the COP3, care evidence and expert reports.
Solicitor’s own fee · usually fixed for deputyshipMedical capacity assessor
Testamentary and litigation capacity, where courts prefer a medical practitioner. We keep to care, residence, finance, tenancy and LPA-making decisions.
Practitioner’s own feeWhy no money changes hands
Referral fees are legal in most of these professions and normal in some. They are also the reason families are steered towards the adviser who pays best rather than the one who fits. A practice whose whole value is independence cannot take them, so we do not: not from care providers, not from will writers, not from advisers, not from solicitors.
The reverse is also true. Partners who send families to us are not paid for doing so. What they get is a practitioner who turns reports round on time and says no to cases that should not be taken.
How an introduction works
You ask, or we suggest
On the free call or during a case, with your permission.
We brief the partner
One page: the situation, the decision needed, the evidence we hold.
They quote you directly
Their fee, in writing, before any work.
We stay in the loop
The care plan, the LPA and the funding position move together.
“The adviser who fits, not the adviser who pays best.”The one rule behind every introduction
Not sure who you need? That is what the free call is for.
Twenty minutes, a written note, and the right introduction.
No pressure. No care-provider commissions. A written next-step note after every free call.