Protection Planning

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Enjoying what you have worked hard for.

Yes, money matters, and looking after what you have  planned for the future is crucial. 

However, while your money accumulates, it is vital it is adequately protected. Your health and life are fundamental to your earnings and the future of your family. Without the right protection in place, you may be putting your family at risk.

We will work with you to help achieve the life and financial goals that will enable you to enjoy a brighter financial future. 

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Health

Discussions around ill health and passing away are not easy. It is not nice to think about when you have bills, mortgages, or need to support your family. You need to ask yourself: Am I protected? Are my family protected? Knowing that you/your family could cope financially will give you the peace of mind if the worst did happen, allowing life to carry on.

Protection Needs

Protection needs will differ depending on you and your family. A bigger home with a more significant mortgage, private schooling, university funding, or the need for private health insurance, all these decisions should prompt you to want to put something in place to protect you and your family. There are ways to financially support you and your family to assist serious illness treatment, provide benefits if you or your partner are unable to work and still have an income for your desired lifestyle.

Life

The risk of contracting a serious illness grows with age. There are some other influencing factors to bear in mind as well including lifestyle and family history. These factors add up to the possibility that illness can affect us at any time and anyone.

Download our Guide to Protection Matters. Lifestyle Financial Planners, Lifestyle Financial Planning, Life Centred Financial Planning, Life Centred Financial Planners, Independent Financial Adviser, Independent Financial Advisor, IFA Local, Life Style Financial Consultant, Life Centred Financial Consultant, Personal Financial Planning, Financial Planning, Personal Financial Planning, Personal Finances, Financial Consultant, Pensions, Pensions Planner, Retirement Planning, Retirement Planner, Tax Planning, Tax Planning Consultant, Tax Planning Adviser, Tax Consultant, Tax Planning Advisor, Cash Flow Budgeting, Banking, Insurance, Term Assurance, Mortgage Consultant, Mortgage Adviser, Mortgage Advisor, Mortgages, Savings, Pesonal Savings, Investments, Estate Planning, Estate Planner, Later Life Planning, Wealth Management, Business Adviser, Business Consultant, Forecasting, Investments, Portfolio Planning, Financial Guidance, Financial Security, Family Protection, Critical Illness, Critical Illness Planning, Critical Illness Protection, Tax Efficient Savings, Tax Planning, Tax Efficient Investments, Saving For Long Term Goals, Savings For Long Term Care, Life Centred Financial Advice, Life Centred Adviser, Life Centred Advisor, Life Centered Planning, Life Centered Adviser, Cash Flow Forecasting, Residence Nil Rate Band, Land Registry, Tracing Land Registry Form, Financial Planning, Financial Planners, Work To Live Financial Planning, What is Inflation, How to beat Inflation, Selling a property in a limited company, SSAS Pensions, SSAS Pension, What is a SSAS, What is a SIPP, SIPP Planning, SSAS Planner, SIPP Planner, SSAS Planning, Stakeholder Pansions, Financial Freedom Reviews, When Can I Draw My State Pension, Saving Money, Ways To Save Money, Ways To Save money on a Tight Budget, Land Registry, What is An Annuity, Annuities, Lower My Bills, Nil Rate Band, Inheritance Tax Advice, Essential Corporate Solutions, Inheritance Tax Residence Nil Rate Band, Debt Relief Order, Life Planning, Financial Advice East Sussex, Mike Robertson, Split The Bills, The Residence Nil Rate Band, The Best Saving Schemes, What is a Venture Capital Trust, What Is A VCT, What Is A EIS, What Is An Enterprise Investment Scheme, Is A Financial Planner Important, What Can a Financial Planner do for me, Do I need Financial Planning, Do I need Financial Planning, Do I need a Financial Planner, Do You Need a Financial Adviser, Eight Steps to choosing a Financial Adviser, Getting Financial Advice, Need Financial Planning, Why Do You need a Financial Adviser, What is A Financial Adviser, Pensions Advice

Download Our Complimentary Guide

What you'll find in our guide

  • Who do you want to leave your money and assets to? 
  • What will happen to your family if you can't work? 
  • When was the last time you reviewed your protection planning?
  • How would your family cope if you died unexpectedly? 

Protection Planning

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