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Face to Face Finance

Face to Face Finance are truly independent financial advisers based on the outskirts of Norwich. We help individuals and businesses to make the most of their money. We help our clients plan for a financially secure future, whilst still being able to make the most of life today. Professional financial advice is an essential part of making the right decisions for the future. Our team is fully equipped to offer the very best advice and service to give our clients the peace of mind that they, and their money, is being taken care of in the very best way.

17 February 2020
East of England
Local Alliances:
Norfolk & Suffolk Dementia Alliance, Norwich City Dementia Action Alliance , South Norfolk Dementia Action Alliance

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

As financial advisers with predominately older clients, sadly dementia is something we come across more and more frequently. 

We like to be proactive in supporting our clients before care is needed, by discussing the different options available to them, live in care, care homes, companionship, and put together a Financial Care Plan to establish how this care can be funded. 

Wherever possible, we involve the client's family, children, close relatives and friends, so they can help support the client with dementia, and their carer.

All our staff are Dementia Friendly trained from our advisers to the administration staff, and our receptionist, and know how to deal with an elderly confused person on the phone, or face to face. 

Two of our advisers are SOLLA Associates and specialise in Later Life planning for clients.

We are currently writing a guide for our clients to help them plan for "Getting Old" and what things they should be considering.

We work with other local organisation's to help provide our clients with the best options available to them, and are continually building more relationships.

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

I think the biggest issue we face is denial and lack of acceptance, people don't want to think that they could face issues such as dementia. Our advisers are trained to deliver awareness in a sensitive manner, and introduce it early on into their reviews with clients. 

We encourage clients to involve their children, and again this can be a challenge as they don't want them to worry, where we usually find client's children are relieved that the area is being looked at, and it's being discussed and thought about.

Time is our other biggest challenge, there is many things we would like to introduce for our clients, but it's getting everything in place to help everyone.

2. Actions

  • Age UK Suffolk Chinwags

    Face to Face Finance have selected Age UK Suffolk as their charity of the year for 2020. As a team we like to be hands on and get involved with our selected charity so throughout 2020 we look forward to being involved in Age UK Suffolk’s Chinwag sessions. Taking time to talk to the older generation who don’t necessarily have much contact or conversation and often feel lonely is something so simple but can have a huge impact on an individual’s life. We’re great at making cups of tea so hope we will be able to raise some smiles.
    Being implemented
  • Dementia Friends

    Being a Dementia Friendly company is really important to us. As Dementia becomes more prominent its vital for us to have an understanding how Dementia impacts not only the individual suffering from it but the family and friends around them and the support that they require. Having this understanding also helps us to adapt the way we do business to make things more appropriate to their needs – even something as simple as knowing there is a time of day that they find it easiest to deal with things. In February 2019, our team all became Dementia Friends. Since then, we have acquired three new members of staff which, in 2020 we aim to also have provided them with the training to also be Dementia Friends.
    Being implemented
  • Promoting Services for Older People.

    As our clients age, we see and hear about a wide variety of needs and challenges these people face as they reach ‘old age’. We always promote reputable services that are available to them which might help to make their lives a little easier such as Home Instead, Christies Care and Meals on Wheels depending on their circumstances. In addition to this, part of our ongoing review service is to ensure that our clients are aware of the state benefits that may be available to them. This is something we will continue to do.