Financial planning

Getting a financial assessment

If we have assessed your needs and you are eligible for care or support from us, we will carry out a financial assessment to determine how much you will have to pay towards your care.

We will contact you to arrange for a Community Finance Adviser to visit you.

They will:

  • discuss any entitlement to extra benefits you may have
  • assist you to complete the financial assessment form

You can complete the financial assessment form yourself.

Can I have someone with me?

You can have someone with you when we visit – a carer, relative or friend.

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