Holistic care advice: Six causes of avoidable harm

Common issues when clients miss out on care advice

clock • 4 min read

Jacqueline Berry kicks off My Care Consultant’s regular series with Professional Adviser by looking at common causes of significant financial harm that can arise when people miss out on care advice

It is ten years since My Care Consultant was established as an independent care navigation service for unpaid carers, attorneys and those in need of care – a group of individuals that collectively make up a significant portion of most financial advice firms' clients. Since then,  we've all too frequently come across common causes of significant financial harm or suboptimal outcomes. Unfortunately, by the time we have been asked for help it has often proved too late to really make a difference, beyond some degree of minor remedial action. Here is a list of six common causes of such harm (and...

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