Why give us these facts?
To help us tailor advice and financial solutions that are specific to your needs and circumstances – or to those of the person who needs care – we ask you to complete this Fact File. The confidential information you supply enables us to understand the unique circumstances and requirements, and give you appropriate advice.
We’re here to help
You may have questions or need help when completing the Fact File. If so, call us on 01582 794967 during normal office hours or email us at: care@carefeesplanning.com
What happens next?
Once you have completed every section of the Fact File as fully as possible, check your answers and press the ‘send’ button at the base of the form.
Once we have all the Facts, we can prepare a report for you and arrange an appointment to talk through the various options available.
Prefer to hand write?
If you would prefer to print out a Fact File and write your answers by hand, you can download a PDF by clicking here. Or if you would rather we posted a brochure and a pre-printed Fact File to you, please fill in the contact details above (name, address, postcode and telephone numbers) and press the ‘send’ button at the bottom of the form.
Online Fact File
There is no obligation and our initial consultation is free. We will contact you to discuss your specific circumstances in more detail, before presenting a report tailored to your needs. After that, we can talk you through the options, at a time and place that suits you. Take your next step with the support and expertise of Care Fees Planning, and make an informed decision that solves the problems of paying for care.
