Protecting everyone and everything you love from the unexpected
It may be uncomfortable to think about, but it is essential to consider the financial effects on you and your family, should the worst happen. Many people don’t plan for these possibilities because they assume they won’t happen to them, but it’s this mindset that can put the financial future of you and your loved ones at risk.
Dave Collins
Financial Planner DipPFS
Providing clarity to help you achieve your financial goals
As your financial planning partner, our job is to protect the things closest to you and the things you have worked so hard to achieve, allowing you to get on with the rest of your life and face what’s ahead with certainty, confidence and peace of mind.
What can you expect our financial protection team?
There’s a lot to think about when developing and implementing a bespoke financial protection strategy. Our support puts you and your goals at the heart, giving you a personal service that makes protecting your family and financial legacy simple and hassle-free.
Understand
We’ll sit down with you to get to know more about you, your risks, and the effects these may have on your plans, your prospects, and your family. This process helps make it easier to consider your financial future.
Design
After discussing your situation, our financial planning specialists will ensure your cover is designed around mitigating your full range of potential major life risks and the effects these could have on your family’s financial security.
Implement
Once we’ve designed your bespoke financial protection cover, we’ll fully implement and monitor it to ensure it remains fit for purpose as your situation, needs, and risks evolve over time.
Review
Your dedicated financial planner will have full, long-term oversight of your protection cover, and will be here to discuss any questions you may have about your personal financial protection cover.
Protection for your personal life
Implementing personal protection provides you with the opportunity to cover potential major life risks and the impact they could have on you and your family’s financial security. Your private and professional NFP adviser can support you with advice relating to:
- Family protection (including trust planning)
- Income protection
- Inheritance tax protection
- Long-term care protection
- Mortgage and debt protection
Protection if you own a business
Our financial planning specialists will help design and implement bespoke continuity plans that protect your business from major life and personnel risks. Our specialists are here to help your business prepare for certain crises, such as:
- Key people within your business becoming critically ill or passing away
- Managing the effects of losing the vital knowledge, experience, and expertise these people have
- A business partner passing away and their shares being inherited by their family; would they sell them to you? Could you afford to purchase them?
Request a chat with one of our financial protection specialists
To discuss how we can help you protect yourself and your family from the unexpected, fill in the form below and one of our team will be in touch.