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Catherine Richardson – CBR Wealth Management LTD

As a Partner Practice of the prestigious St. James's Place Wealth Management, my focus is on you and on achieving financial security for you and your loved ones. I pride myself on helping clients make the most of their money and realise their financial goals. I started my own business as I felt I could provide clients with a better quality service and the best possible advice, and became an Associate Partner Practice of St. James's Place Wealth Management during the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer. I decided to gain further skills and qualifications by becoming a Later Life Adviser. This extra accreditation is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser such as myself can advise on long term care funding, pensions and annuities, investments, savings and tax planning, whilst offering my clients peace of mind that I can offer the practical help and guidance needed to help you make the right decisions at a time that you need it most, such as when a loved one needs care or additional support.

Updated:
28 October 2015
Sectors:
Finance
Local Alliances:
East Riding Dementia Action Alliance, Yorkshire & Humber 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?

My primary aim is to assist my clients and their families by providing a trusted service with empathetic advice.

In a time of need you need help and support from someone who understands financial needs in later life. Now more than ever, what is needed is not simply a well-qualified financial adviser but somebody who you feel you can rely upon to understand the plans you need to make for your retirement years. The complexities of the many decisions you or your family may need to face when looking at issues such as care funding matters or whether equity release is the right thing for you, will need careful and considered advice.

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

We face challenges from many angles, from the frequently changing government guidelines and regulations, to the confusing local authority paperwork given to clients, however through my experience in the area I am able to overcome these obstacles and provide my expertise to help my clients.

There is not a lot I haven’t come across, and thanks to the support behind me of St James Place I am always able to get the answer to any query. We have a fantastic team including lawyers and tax and technical specialist advisers who can help on complex cases.

2. Actions

  • Create financial stability in a time of unrest

    Aim to ensure all the families I help are getting the allowances and benefits they are entitled to, and have the correct advice in relation to wills, powers of attorney and their finances.

    Status:
    Implementation
  • Proactively promote the dementia awareness campaign to help raise awareness.

    Ensure all my clients are aware of the cause, invite the society to future events to help spread the word, arrange a future seminar with Emma Williams.

    Status:
    Planning
  • Ensure my employees complete training and increase their knowledge on the subject

    I will give extra training to my team, to help them spot signs of dementia in their family and friends outside of work, and enable them to offer support and knowledge in the future. This will also help spread the word.

    Status:
    Planning