Welcome to PALM Solutions

All-In-One Solutions for Pro-Active Mature Homeowners in the UK

Retirement Planning

As someone approaches retirement, from 55 onwards, they need to begin thinking about the changes that will happen to their lifestyle going forwards.

If they have an IFA they will be considering certain financial aspects such as their pensions and savings. They may be considering Wills and how to manage things if their lives change for the worse.

PALM Solutions can help with retirement planning by addressing an aspect of financial planning that IFA's and others cannot help you with.

We can help you to forward plan with the wealth that is locked into your home.

Our new approach does not use equity release products or loans; so no wealth is being sucked out of your property.

A PALM Solution lets us plan for the part of the lifecycle shown below.

This part of someone's lifecycle has a number of variables, unknown outcomes and uncertainties.

Normally these prevent someone taking action with their property as they wait until events become clear. By the time that this happens they have often waited until it is too late and get caught out.

PALM Solutions have been designed to deal with a number of variables, unknown and uncertain outcomes and lets someone put a robust solution in place, at an earlier point in life, which allows them to control their Lifestyle, Wealth, Health and Well-being in the future.

We would be happy to speak to you about PALM Solutions and to discuss this with your family, friends or advisors present.

Guaranteed Fixed Lifetime Costs

We believe that you should understand the costs of something before you commit yourself to it long term. To help our customers we provide a written guarantee for the lifetime costs of their PALM Solution.

We don't know of any other UK based Company that will provide its customers with this level of costs guarantee.

Book An Appointment

To arrange an appointment with a Consultant please use this link: Speak to a Consultant.

There is a charge for each appointment which will be credited to your account if you become a customer within one month of the appointment.

Find Out More!

To find out more please select a link below.

Take the Info-Tour.  More reading and things for you to consider. It will take a little time so if you are in a rush bookmark this page and come back to it.

To find out more about why early action is important please click on the links below.

What causes people over 55 to lose wealth?

Why people lose their wealth?

How to avoid care home fees?

Power Of Attorney, Will & Trust

Managing Longer Term Conditions

Inheritance Tax Planning

Why I developed this Solution. 

To contact us please use the form below or see our contact details.