About Us

 

The firm’s principal is Worcestershire based Mark Oswell who for the last twenty years has provided advice to people who are seeking the best way to self fund their elderly long term care, be it in their own home or in a residential or nursing home.  Mark has gained extensive experience in this field and is used by a number of charitable and care groups whose members require advice and guidance in this complex area.

Mark is able to provide regulated financial advice as he is a fully qualified Independent Financial Adviser specialising in later life and long term care with award winning Later Life Asset Management Ltd.

In 2018 Mark won the national award for best intermediary for Later Life Advice at the prestigious Health Insurance Awards in London.

He holds a Statement of Professional Standing  through the Institute of Financial Services and has attained the additional later life qualifications covering Long Term Care and Equity Release. He was among the first advisers in the UK to gain full accreditation through The Society of Later Life Advisers ( SOLLA ) at its inception in 2008 and for whom he is regional coordinator for the midlands area.

Mark is also able to provide legal services covering powers of attorney, wills and probate through his association with the highly regarded Countrywide Tax and Trust Corporation Ltd whose directors and key staff are fully qualified members of STEP the Society of Trust and Estate Practitioners.

In his earlier career he gained experience in taxation when working for the Inland Revenue and later in savings and mortgages when working in building society branch management during which time he gained a Fellowship with the Chartered Building Societies Institute.

The common denominator to Mark’s career has been to help people, whether getting their tax right sorting their mortgage or more recently helping them secure care costs in the most effective way.

Whether you require general assistance and guidance, legal services or fully regulated independent financial advice Mark will be able to provide you with the bespoke advice you need in a professional and courteous manner.

A word about our charges

Having spoken with you and assessed your situation we will agree with you the work you require and clearly state in what capacity we will act for you.  We will calculate the costs for assisting you and agree these with you in writing prior to the commencement of any chargeable work.

Please note that any regulated financial advice is provided at an agreed fee for the work required and not contingent on the purchase of a financial product as this could lead to a conflict of interest.

 

 

 

I would like to thank you for your most valuable help over the past few months regarding the financial affairs of my mother… Mrs C, Droitwich Spa
Read more on our testimonial page…

Mark Oswell FCIB DipPFS
SOLLA Accredited Later Life Adviser
Independent Care Funding Consultant