A financial adviser should not give advice on long term care unless they are qualified to do so. Nic Whittaker has now passed the CF8 examination which means he is now qualified to provide advice on planning for long term care. At Four Oaks we take training and qualifications very seriously and all of our team who do not yet have this qualification are working towards achieving it.
CF8 is a qualification solely for financial planning for long term care. Nic and our other Advisers with this qualification provide local financial advice in Lichfield, Tamworth and Sutton Coldfield and are able to give financial advice on all aspects of long term care. This could be advising you on how to plan for future care, or helping people intending to go into care in the near future. We can also give advice regarding funding carers not just residential care.
Four Oaks MD, Martin Ward commented “We consider the CF8 qualification to be a basic necessity that every financial adviser should have because you cannot give advice on long term care unless you have this qualification. At Four Oaks we have a strong personal development culture and support our Advisers and other team members to achieve their qualification goals.”