We all insure our homes, holidays, and cars but often we forget to insure ourselves. Taking the time to review your own financial arrangements in case something life-changing occurs is also important – especially for your loved ones.
We can provide you with the knowledge, expertise, and make recommendations that will help give you and your family peace of mind in the event of an accident, illness or death.
Protection should be part of your financial planning for the future. It’s a difficult subject to consider, but having adequate protection will give you greater peace of mind as the years go by.
Don’t hesitate to get in touch if you have questions, we are always pleased to help and can provide advice tailored to your personal circumstances.
Critical illness cover is an insurance policy that pays out a lump sum if you’re diagnosed with a medical condition. It’s designed to financially support you and your loved ones during your diagnosis so that you don’t have to worry about bills or other financial obligations, allowing you to focus fully on your treatment.
Intergenerational wealth planning helps families to pass on money in tax-efficient ways, as well as helping the different generations achieve their financial goals.
It’s important to understand how the rules surrounding your retirement savings affect what you can do with your money once you hit this landmark birthday.