How Quilter Cheviot can help you
In recent years, we have become increasingly aware of the financial considerations and challenges our clients face, especially with issues like rising diagnoses of dementia.
We can work with legal specialists who handle wills and lasting power of attorney (LPA) or with financial advisers to help find the most tax-efficient way to pass on assets to loved ones. Working this way, and making sure your investments are safe, helps make sure you’re prepared for whatever the future brings.
The way we help our clients is changing all the time.
We believe we have an important role in helping to raise awareness of dementia. Our client base is older than the UK population, so when we talk to our clients, we are talking to one of the groups most at risk of dementia. By raising awareness of the condition, we can encourage people to seek help earlier, and therefore have a better quality of life.
As discretionary investment managers, we often see the impact dementia can have on someone and their loved ones first-hand. So, we have joined forces with The Brain Charity and other organisations to help raise awareness of the condition, and to start helping people living with dementia more broadly.
We have specially trained ‘Dementia Champions’ in each of our regional offices, who understand the condition, what the symptoms are, and how they can help people with dementia. By making subtle behavioural changes, we can help maintain the independence of our clients and their control over their finances.
Our Champions also provide wider training and awareness seminars to people we work closely with, such as financial advisers.