Understand the care need
We start with your family situation, health needs, priorities and the decisions that feel most urgent.
Long-Term Care Planning in Leeds
Plan ahead for care, family and peace of mind.
Long-term care decisions can be emotional, complex and time-sensitive. Brandon Lamam at rockwealth Leeds is a SOLLA-accredited adviser, helping families understand care funding options and make informed later-life financial decisions.
Later-life advice
Clear guidance when care decisions matter most.
Whether you are planning ahead for yourself, supporting a parent, or responding to a sudden change in care needs, a structured financial plan can help you make calmer decisions.
We keep the process simple: understand the care need, clarify the financial picture, explore suitable options and create a plan that can adapt as circumstances change.
Care needs
Income
Assets
Family goals
Our approach
Four simple steps to a long-term care funding plan
Clarify the money picture
We review pensions, savings, investments, property, allowances and potential care-fee funding routes.
Build a practical care plan
We help you compare options and create a plan that balances care, income, tax and family goals.
Review as life changes
Care needs can change quickly, so we help you keep the plan under review and adapt when needed.
SOLLA-accredited advice
Specialist later-life financial advice from Brandon Lamam
Brandon Lamam is a Chartered Financial Planner and SOLLA-accredited adviser. That means he has specialist expertise in later-life financial planning, including long-term care funding and sensitive family decisions.
We combine technical financial planning with plain-English guidance, so you understand your options before making important choices about care, income, property and family wealth.
What we can help with
Practical advice for care fees, income and family priorities.
Care-fee funding options
Pensions, income and cash flow
Property and savings decisions
Family conversations and next steps
Estate and inheritance tax considerations
Ongoing reviews as circumstances change
Common long-term care planning questions
What is long-term care planning?
Long-term care planning helps you understand how care may be funded, how decisions affect your income and assets, and how to protect financial wellbeing for you and your family. It often sits alongside retirement planning, estate planning and inheritance tax advice.
What does SOLLA accreditation mean?
SOLLA stands for the Society of Later Life Advisers. Accreditation indicates specialist knowledge and experience in later-life financial advice, including sensitive areas such as care-fee planning and family decision-making.
Can you help if care is already needed?
Yes. We can help families understand the immediate financial picture, review options and build a clear plan. If another professional input is needed, such as legal advice, we can help you identify the right next step.
How does care planning link with inheritance tax planning?
Care planning and inheritance tax planning often overlap. We help you think clearly about income needs, asset use, estate objectives and family priorities before making decisions. You can also explore our inheritance tax planning service.
Google Reviews
What our clients say
Visit us in Leeds, or arrange a conversation from home
Our Leeds office is at One Park Row. For long-term care planning, we can also discuss suitable meeting arrangements for family members across Leeds and West Yorkshire.
rockwealth Leeds Financial Advisers
One Park Row
Leeds, LS1 5HN
Begin your financial journey with rockwealth Leeds
Your first meeting is at our cost. We'll listen, understand your goals and explain whether we can help — with no pressure and no obligation.
Initial consultation at our cost
Clear fixed fees agreed upfront
Independent advice from a Chartered Financial Planner
Leeds, West Yorkshire