Financial Protection
If the unexpected happens, it pays to be prepared.
Imagine what the effect would be on your family’s finances if you passed away suddenly or were unable to work. The right protection can help you safeguard yourself against unforeseen circumstances, and our experts can create a plan that meets your needs.
How we help you
Our experts can help you understand what kind of financial protection is best for you and your family.
Family & Lifestyle Analysis
We’ll analyse your personal circumstances to establish whether a health insurance plan is right for you.
Protection Policy Review
We’ll look at any existing cover you have in place and determine whether better options are available.
Healthcare Setup
We’ll help you put in place a private health plan that suits your needs.
Why protection is crucial
Financial protection might not seem like a priority, but not having a policy in place puts your family at great risk.
When planning for retirement, many senior professionals think about the goals they have for later life and how they’ll spend their free time. Others focus on the methods they’ll use to build the funds they need, whether that’s through pensions, savings, or investments. Sadly, too few consider what would happen if things didn’t go to plan.
If you died unexpectedly, could your partner continue to pay the mortgage on their own? If you became ill and were unable to work, would you still be able to pay your child’s education or care fees? Financial protection helps to alleviate these fears. But with so many options to choose from, you need guidance from an experienced adviser.
With us, you benefit from our years of combined experience in helping professionals like you put the right safeguards in place for their loved ones. From a private health plan to life insurance and more, we’ll recommend a strategy that matches your unique circumstances.
Book a free, no-obligation consultation today to get started.
Frequently Asked Questions
Simply click the arrows to get the answers to common financial protection questions:
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The average annual premium for private health insurance is around £1,500. A financial adviser or broker can help you find the best policy for your needs.
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A financial professional who has the relevant qualifications to provide advice on protection insurance. Rest assured that all our protection advisers are fully qualified.
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Insurance products such as critical illness cover, income protection, and life insurance are collectively known as financial protection.
Ready to get started?
Book your initial consultation today
Whatever stage you’re at in your retirement planning journey, you can get the straightforward, unbiased advice you need from our experts.
Your first consultation is always on us, and there’s no obligation to proceed. Take the first step today, and you might just get the information you need to build a better financial future.
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Check out our useful resources
The world of pensions is complicated and ever-changing, so it’s hard to understand no matter how much experience you may have had in dealing with finances. Cut through the complexity with our handy, easy-to-follow guides on a wide range of related topics. They’re packed with valuable insight from our experts and completely free to download.
