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Wealth Protection

Wealth Protection

As financial planners, our job is to help ensure you, and your loved ones, have enough income to have a good standard of living now, and into retirement.

Whether young or old, we all are aware that unexpected events can throw your life ‘off course’; sometimes only slightly; other times quite dramatically.

Should events such as illness, redundancy, accident, or bereavement occur, our plans ensure that the right money goes to the right people at the right time – irrespective of your age.

The right protection plan can protect your family’s lifestyle if your income suddenly changes due to death or illness. But with so many different insurance policies available, it can be difficult to know which ones will best protect your family from financial hardship.

Our Solutions

The first thing we do is identify how your existing provisions and assets would help you in case the worst happened. We find this provides a large amount of reassurance to our clients. Should a shortfall be identified, then we will make recommendations for you to consider.

We take time to understand your unique needs and circumstances so we can provide you with the most suitable protection solutions in the most cost-effective and efficient way.

Our aim is to match your protection needs to your changing lifestyle and requirements. We want you to feel that protecting the things most important to you is money well spent.

Our role is to help

  • Make sure you are not at risk of paying too much for your existing peace of mind
  • Reassure you that you are not losing out on any valuable cover that you could be eligible for while in good health
  • Provide peace of mind that you and your loved ones will not miss out on a decent standard of living, or end up losing a property or prized asset, should an unexpected or unwanted life event happen
Download Guide to our Services

98% of protection insurance claims presented in 2017 were paid out upon claiming2. BOOK YOUR REVIEW UK insures pay out £9.9m every day for protection policies. BOOK YOUR REVIEW £89.35 statutory sick pay is only £89.35 per week for a period of up to 28 weeks. BOOK YOUR REVIEW £68,000 the average value of critical illness claims paid in 2016 was £68,000. BOOK YOUR REVIEW 40% Inheritance Tax (IHT) is applied on assets worth over £325,000 BOOK YOUR REVIEW 8.9 of every 1,000 opposite-sex marriages end in divorce BOOK YOUR REVIEW £33,904 is the annual cost of residential care in the UK, this can rise for more complex needs BOOK YOUR REVIEW £63,224 is the average cost of raising a child between 1 and 4 (discounting private education) BOOK YOUR REVIEW £40,000 Those who receive financial advice accrue an average of £40,000 more than their counterparts BOOK YOUR REVIEW £231,843 According to research, raising a child costs an average of £231,843 BOOK YOUR REVIEW £6,000 2017 studies show that retirement income is more than £6,000 per year higher for those who plan ahead with an adviser BOOK YOUR REVIEW 137m working days were lost due to sickness or injury in the UK during 2016 BOOK YOUR REVIEW 50% of UK citizens born after 1960 will be diagnosed with a form of cancer at some point in their lifetime according to Cancer Research UK BOOK YOUR REVIEW