About

About Us

We are independent Chartered Financial Planners, based in Berkshire. Our service is based on the core principle of empowering clients to understand and take control of their financial futures.
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We help people learn how they can get the most out of their lives with whatever money they have, or will have, by allocating resources (time and money) in a way that helps them to live the life they want.
 
We also work extensively in the specialist field of advising clients in later life and their families.

Our Values

We believe in building an enduring and trusted relationship with you as our client. We take time to understand your specific situation, goals and objectives, then prepare a bespoke financial plan for you.
 
This plan is regularly reviewed and updated to take into account your changing goals and circumstances.
 
Financial matters can often be complex and overwhelming, particularly when dealing with later life or care where issues arise at a point of crisis.
 
Our approach is informal and welcoming where you can join us for a cup of tea and a chat.

We provide 'sleepability' - a phrase we've adopted to describe how we put you in control, helping you to sleep at night. We take care of the detail so you can rest assured knowing your future is in safe hands.
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Our Service Charter

We will...

01

Work with you to ensure you are financially better aligned

02

Help you to understand and take ownership of your Financial Plan

03

Develop an investment strategy that fits with your attitude to risk

04

Make sure you and your family are adequately protected.

05

Structure your arrangements to provide for income when you need it.

06

Help you minimise your tax liabilities

07

Work with other professionals to deliver comprehensive advice

The Planning Team


Kirsten Dalton | Managing Director
As well as the core financial planning, Kirsten has additional specialist expertise working with clients and their families in later life. She is passionate about helping people, often when they are overwhelmed with decisions on care.
 
She is a dementia friend and has personal experience of family members with both dementia and Parkinson’s.
 
She is a keen and active fundraiser for charities, often those focused on dementia. To date she has climbed Kilimanjaro, undertaken the National 3 Peaks Challenge and undertaken Ultra Challenges including walking 100km non-stop!
Find out more about Kirsten

Jeremy White | Director
As well as the core financial planning, Jeremy has additional expertise working with clients with planning for, approaching and in retirement.
 
He is a Registered Life Planner and qualified Yoga Teacher.

Find out more about Jeremy

Catherine Maskell | Office Administrator
Catherine is our office based administrator and is the first point of contact with the firm.

She has a wealth of customer service experience, including different roles within Virgin Airlines. Out of the office, she is kept busy with her two daughters and enjoys long walks with her dogs.


In addition, we are supported by an administration team.
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News from PFC

20 Sep, 2019
If a person’s medical condition is unpredictable and/or unstable and they need constant 24 hour acute or specialist nursing care, they may be entitled to NHS Continuing Healthcare. NHS Continuing Healthcare will cover all the costs of your care, including accommodation if you need to be in a care or nursing home. The eligibility for NHS Continuing Healthcare is based on the individual having a “Primary Health Need”. In order to determine whether an individual has a primary health need, a detailed assessment and decision-making process must be followed, as set out in the National Framework. Where an individual has a primary health need and is therefore eligible for NHS Continuing Healthcare, the NHS is responsible for commissioning a care package that meets the individual’s health and associated social care needs. A primary health need is not about the reason why someone requires care or support, nor is it based on a diagnosis; it is about the level and type of actual day-to-day care required and it is the nature and intensity of these needs that must be considered when determining eligibility for NHS CHC. The first step is the completion of a Checklist. The Checklist is a screening tool and the first stage of the NHS CHC funding assessment process. It is intended to be relatively quick and straightforward, so it is not necessary to provide detailed evidence along with the completed Checklist. A positive outcome in the Checklist does not mean the individual is automatically eligible for NHS CHC funding; it simply means that they progress to stage two. Stage two involves a multidisciplinary team (MDT) and the use of the Decision Support Tool (DST). This stage is often known as the ‘full assessment’ and it is much more involved.
20 Sep, 2019
Well only sometimes. Firstly, if you don’t already, you’ll need to understand the difference between ‘social’ and ‘health’ care. Social care is best described as care needed to help with activities of daily living (washing, eating, mobility etc). It is the responsibility of your local authority who will assess the needs you have, and they will also assess how much you are able to pay towards the care you need. If someone in need of social care owns a house or has much in the way of savings, the chances are they’ll have to pay for all or at least some of their social care. On the other hand, health care is where your needs are of a medical nature, and this is the responsibility of the NHS. So, if your need is for health care, this is currently free at the point of need.
20 Sep, 2019
Kirsten attained her Later Life Adviser Accreditation (LLAA) in 2011, having proven her professional commitment to the area of Later Life advice.
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