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Individuals
As your life changes so will your protection needs.
Protection gives people the peace of mind of knowing that, if something goes terribly wrong, you’ve put measures in place to protect you and your loved ones.
We can give you professional financial advice on how to provide:
- Income protection
- Life and critical illness cover
We won’t just implement the solution, we will help you plan your finances so that if the worst happened:
- You’d provide as much as possible to your family
- Your family wouldn’t have to pay more in taxes than they needed to
- Your pensions and investments would go to your family, not the tax-man
Protecting you and your family
Protection isn’t something you arrange and forget about. We know our clients’ protection needs change as they move through different stages of life. For instance, as your investments grow your need for insurance might reduce. Another common thing to see is families increasing their protection to cover the mortgage on a growing family home or school fees.
We know there’s no one-sized fits all when it comes to protection. That’s why as part of our regular review meetings we discuss our clients’ needs to ensure their existing provisions are the most cost-effective means of providing the cover they want.
