Protecting your wealth
Wealth Preservation
Our objective will be to help you mitigate your position as efficiently as possible, so that your current wealth or potential future wealth will not be easily lost due to areas like Inheritance tax, poor/diminishing health or premature death.
The right professional financial advice can give you the freedom to live life on your terms, and key to this is safeguarding your financial security by making sure you have adequate protection in place to care for the people and things that matter.
Wealth Preservation Services
Our objective will be to help you mitigate your position as efficiently as possible, so that your current wealth or potential future wealth will not be easily lost due to areas like Inheritance Tax, poor/diminishing Health or premature death.
Debt Mortgage
We aim to understand your objectives and wishes and deliver a product that satisfies these wants. We will also spend considerable time understanding the processes and requirements of lenders to see how you as an individual should engage with a lender. Our view has always been that this is an “investment” in debt and therefore we should manage it accordingly.
Life Protection
Protecting your mortgage exposure, your dependents or your business is critical.
It can be done economically with our tailored view of your requirements.
Income Protection
This policy will protect your working life right up to retirement age, therefore attempting to protect some of your future earnings, if you are unable to work through illness or accident.
Critical Illness
A valuable benefit especially with early detection of illnesses and advances in medical procedures, meaning the possibility of longer life expectancy post-operation.
Sometimes described as “Living Life Assurance” this policy, on successful claim, pays out to the policyholder.
*1. Please note that your home may be repossessed if you do not keep up repayments on your mortgage and that there may be a fee for mortgage advice. The precise amount of the fee will depend upon your circumstances but we estimate that it will be £750.
Guide to
Protecting Your Wealth
Safeguarding the people and things that matter most.
The right professional financial advice can give you the freedom to live life on your terms, and key to this is safeguarding your financial security by making sure you have adequate protection in place to care for the people and things that matter.
