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Financial protection

Financial protection can sometimes be overlooked, as the first thing that comes to mind when people think about financial planning is pensions and savings. However, protecting your finances is so important. Protection can mean life insurance, income protection, or critical illness cover, all of which will support you and your family if you are unable to work for an extended period or experience a serious illness.

Financial Protection

Protect your finances - this can often be overlooked, meaning unexpected costs

Financial protection planning is an essential part of building your financial plan and making sure you, your family or your business are ready for any unforeseeable circumstances that may arise.

Why might you need financial protection?

  • To maintain your current lifestyle and keep up with any debt repayments if you’re unable to work through accident or illness.
  • To provide for your family if you die or develop a serious illness.
  • To protect against any future inheritance tax liability.
  • To protect your business and its profits if the owner or key person is unable to work.

You may consider mortgage protection, income protection, life assurance, or even business protection. Several protection planning options are available to help you secure your financial future, and we’ll help you find the most appropriate solution to provide peace of mind for you and your loved ones.

The importance of business protection is often overlooked. It allows business owners to plan for the unexpected, by providing cover to ensure the business can continue without disruption. This could be following the loss of one of their key employees or one of the business owners through death, critical illness, or temporary disablement.

To find out what level of financial protection you and your family need, our financial planners will get to know your financial and family circumstances. After identifying any potential risks or vulnerabilities, we can set up suitable levels of protection to ensure any shortfalls will be covered.

Speak to the team today to start planning your future.

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Personalised, friendly financial planning services

Retirement Planning

Every person's path will be different, so our advice is entirely individual and personal, focusing on what is important to you.

Business Planning

Anyone who counts the ownership of a business amongst their assets should consider what their plans are when circumstances change. This could be due to retirement or illness.

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Investment Planning

When we invest your money, we are guided by a number of core beliefs which comprise our investment philosophy.

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Tax Planning

For anyone with significant personal assets, or a successful business, carefully planning for the future makes a lot of sense, especially if there’s a next generation to take into consideration.

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Trusts and Estates Advice

For anyone with significant personal assets, or a successful business, carefully planning for the future makes a lot of sense, especially if there’s a next generation to take into consideration.

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