Company Introduction

In today's complex financial world, access to independent information, specialist guidance and reputable advice is crucial to making the most of your finances.

For almost two decades, Care Asset Management has sought to provide a bespoke service to individuals in later life and has specialised in the needs of more mature clients.

Care Asset Management is an independent advisory firm specialising in retirement planning, long term care funding, tax mitigation and wealth management. It has no ties or links to any specific investment providers and as a result we are able to offer recommendations which are "most appropriate" taking into account individual client circumstances and requirements. By offering solutions from the whole of the marketplace without restrictions on the organisations or institutions it uses, Care Asset Management is able to source the very best terms for clients.

With a dedicated team of regional managers operating throughout the UK, the company has been able to combine the benefits of a national organisation with a local service, specialising in four key advice areas:

Retirement Management
Estate and Tax Planning
Care Fee Funding
Investment and Wealth Management


Established in 1991 in Edinburgh, the company is fully authorised and regulated by the Financial Services Authority and is one of a limited number of independent firms in the UK which is authorised to provide discretionary financial management services to clients. This requires the highest level of regulatory status and demands that the company maintain significant financial resources. To ensure maximum client protection, these are audited on a quarterly basis by the regulator.

The company's head office relocated to Manchester in 2000 to better serve its national client base and currently employs over 50 members of staff, manages £56 million of client funds and advises over 2,300 clients on assets of over £270million.

Our Fees click here

Care Asset Management -
Providing A Better Way to Manage Your Finances


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Tel: 08707 447061

Fax : 0161 707 7550

Care Asset Management
Orbit House, Albert Street
Manchester M30 0BL

Email info@careasset.co.uk


Download Fact Sheets
Care Fee Funding
Estate Planning
Investment management
Retirement management