Jonathan Willis - Future Start Financial Planning
Our Partnership ensures access to expert, SOLLA-accredited advice for long-term care funding and financial planning, bringing peace of mind.
About Our Later Life Financial Planning Partner
Future Start provides expert financial planning specifically for older adults and their families. Founded by Jonathan Willis, a Chartered Financial Planner, Trust & Estate Practitioner, and SOLLA-accredited Later Life Adviser, Future Start specialises in helping clients make confident decisions at key life stages. It also includes a sister company, Future Start Wills & Trusts, offering a fully joined-up approach to financial and estate planning.
Services Include:
- Retirement Planning: Building sustainable income and planning for the lifestyle you want
- Long-Term Care Funding: Exploring Care Annuities and funding strategies that protect family finances
- Estate Planning: Wills, Lasting Powers of Attorney (LPAs), and family trusts
- Investment & Tax Planning: Tax-efficient strategies to preserve wealth
- Asset Protection: Reducing inheritance tax and building a legacy for future generations
- Later Life Advice: Specialist guidance for clients in or approaching retirement
Our Partnership
Jonathan Willis and Future Start work closely with families to plan and fund long-term care in a sustainable and compassionate way. Through their collaboration with Home Instead Watford, they help clients and families navigate complex financial decisions around care, retirement, and later life – giving peace of mind that care can be funded without jeopardising family finances.
Future Start shares Home Instead Watford’s values of care, professionalism, and integrity. Both organisations understand that independence isn’t just about health and mobility – it’s also about feeling secure and confident in managing finances.
By partnering together, we ensure that families have access to expert financial guidance when planning for care, protecting assets, and securing their future – all delivered with compassion, discretion, and personalised attention.
Benefits for Home Instead Clients
Convenient, Personalised Advice: Home visits allow you to discuss finances in a comfortable, private setting.
Planning for Care Costs: Expert guidance on how to fund long-term care sustainably, without depleting family assets.
Peace of Mind: Professional support reduces stress for both clients and their families, ensuring informed decisions are made confidently.
Holistic Approach: Financial planning and estate planning work hand in hand – protecting independence, preserving wealth, and securing legacies.
Later Life Expertise: Jonathan’s SOLLA accreditation and TEP qualification mean he specialises in the unique financial challenges older adults face.
Clear, Transparent Advice: Financial planning that feels empowering, not overwhelming – practical, personal, and forward-thinking.
Future Start Financial Planning Contact Details
Email: [email protected]
Phone: 01923 909339
Website: futurestartfinancialplanning.com
Future Start serves all areas covered by Home Instead Watford.
How to Arrange a Confidential Consultation through Home Instead
If you or your family are thinking about long-term care funding, retirement planning, or protecting assets for the future, our team at Home Instead Watford can help you connect with Jonathan and his team. Call Home Instead Watford today on 01923 250 513 to discuss how Future Start can support your financial wellbeing and give you confidence about the future.