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Sedgwick and Grace link

National IFA Sedgwick has signed a deal with long-term care specialist Grace Consulting which will see a joint referral service set up between the two firms.

Consumers with general financial planning and queries about funding care will be put into contact with an RI from Sedgwick while those with more general concerns about care and what it entails will be referred to Grace Consulting.

Sedgwick says while it has always offered its clients LTC advice as part of its advisory service, referring them to Grace will provide a more comprehensive package which is more than just financial advice.

Grace says this deal is one of a number that it has with IFA firms, solicitors and accountants and believes its proven track record in providing care advice will lead to the relationship being a success.

Sedgwick has 250 RIs while Grace is not authorised to provide regulated advice.

Sedgwick commercial manager David Reynolds: “Clearly, provision to meet the costs of care in the future will continue to be a major concern for individuals and their loved ones. The link-up with Grace Consulting will give both our client groups expert advice on all aspects of long-term care planning.”

Grace Consulting managing director Chris Cain says: “Working with Sedgwick, we will be able to provide our clients with straightforward professional advice to complement our existing services. We are more than confident that Sedgwick will deliver comprehensive support relating to the financial planning aspects of care provision.”


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