Financial Planning – Allan

Financial Planning

“We as parents want the very best for all our children. It is so important to help them reach their goals and make them as independent as possible. We can guide you through the many positive steps parents can take to significantly improve their child’s future financial independence.

With our expertise, we can guide you in the areas of how a Special Needs Trust will protect your child’s future, why a Special Needs Bank Account is necessary, how to write a Letter of Wishes, importance of a Hospital Passport, choosing the right Guardians and Trustees, rarely claimed entitlements and tax credit and building financial security for your child.”

Allan Cuthbert

Contact Allan

To contact Allan with your queries, you can email or call 021 482 3635.

About Allan

Allan Cuthbert’s neice, Laurra was born in 2000 with Down syndrome and it was his family’s first introduction into the special needs world. It wasn’t until years later that he realised the financial pressures put on a family of a child with special needs. It shocked him how hard it was for his brother, and so many other parents, to gather information and professional advice, not only on finance but on lots of aspects of their child’s care.

As a result, Allan founded Financial Wellbeing in 2008, a company dedicated to Special Needs Trust Planning with the aim of easing the financial worries of parents who are raising a child with additional needs.

Allan Cuthbert, David Crowley and Dolores Crowley of  Financial Wellbeing

To listen to Allan’s recent radio interview about the Assisted Decision-Making Capacity Bill here

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