SEND & Special Needs Financial Planning
Financial Planning for Families with Additional Needs
Planning for the future of a loved one with additional needs involves more than managing money. It means considering their long-term financial security, future care requirements and the support they may need throughout their lifetime.
HOW WE HELP
Planning for Your Family's Future
At SIDR Wealth, we work with families to develop personalised financial plans that consider both their financial wellbeing and the future needs of their loved ones.
Our approach brings together financial planning, protection, investments, pensions and lifetime cashflow modelling, helping families understand their financial position and prepare for the years ahead.
Lifetime Cashflow Planning
Future Care & Support
Financial Protection
Pensions & Investments
Vulnerable Beneficiary Planning
Long-Term Family Provision
WHO WE HELP
Supporting Families Caring for a Loved One with Additional Needs
Our specialist planning is designed for families caring for a child or dependant with additional needs.
Parents & Carers
Families Supporting a Loved One with Additional Needs
LOOKING AHEAD
Planning for the Years Ahead.
We also recognise the importance of wider considerations, including inheritance, vulnerable beneficiaries, appropriate wills and trusts, and planning for a time when parents or carers may no longer be able to provide support.
Important: Wills, trusts, guardianship and vulnerable-beneficiary arrangements are separate legal and estate-planning services from the regulated financial advice provided by SIDR Wealth.
LET’S PLAN FOR THE FUTURE TOGETHER.
A Little More Certainty for the Road Ahead.
Tell us about your family, what matters most to you, and the future you want to plan for.