Michael and Beverley

Posted by Triad

Continuing low interest rates meant that we needed to find a different approach to ensuring that our elderly relatives’ living and care needs were properly funded.

We have LPAs for three relatives with differing needs; ranging from independent, to still at home with daily care coming in, to living in a care home.  As LPAs, our duty of care requires us to ensure that their needs are properly assessed and met.

Over a series of discussions, Telford Mann assessed each case on its merits and proposed investment and income plans that now meet the regular expenses of each individual.  This was a thought provoking but straightforward process– we are pleased we took independent qualified professional advice.  We now know that our relatives’ needs have been properly assessed and are being met on a continuing basis.

We are also pleased with the high level of client service provided by Telford Mann – this enables us to respond quickly to changes in circumstances and provides peace of mind.