Protecting You and Your Family

Protecting You and Your Family

There are many areas we need to consider when looking to protect yourself and your family, protection underpins all of your financial planning.

We shall look at the following areas to ensure that all your protection needs are met:

Protecting Your Mortgage

Ensuring your mortgage is paid off in the event of your death or serious illness.

Protecting Your Lifestyle

Ensuring yours and your family’s continues in the event of death or serious illness, these days mortgage costs represent only a small proportion of a family’s outgoings, we’ll help you to decide what you need to protect.

Protecting Your Income

Ensuring you can continue to have a good quality of life should you suffer a serious illness, so you can concentrate on getting well, and not on how to meet your monthly bills.

Inheritance Tax Mitigation

Preserving your estate for your children and grandchildren or chosen beneficiaries. We will help you to structure your financial arrangements so that your family benefit and not HM Revenue & Customs.

The Financial Conduct Authority does not regulate taxation and trust advice.

Estate planning & Inheritance tax planning are not regulated by the Financial Conduct Authority.

Speak to an adviser

Request a call

If you would like to discuss your own personal financial situation with one of our Financial Advisers please click on the button above to arrange a callback from our team.

The value of pension and investments can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Are your existing financial arrangements, pensions, & investments achieving what you want them to?