Putting in place adequate protection for you and your family should the unexpected happen is an area that many never consider. Have you thought about what would happen if you were unable to work or suffered from an accident or illness?
Our expect Wealth Planners will make suitable recommendations on the provision of adequate insurance protection should the unexpected happen, providing you with the peace of mind for the future.
Reviewing your pension(s), savings and investments, will ensure that your intentions of how any those assets will be shared with your loved ones upon your death. You want to continue to provide for your family or, ensure that your wealth is shared with your family in a tax efficient way.
Many of us do not currently have sufficient funds set aside for our later-life care; whether that be for ourselves or a family member. Government support may be available to the most urgent of circumstances, however, many assume that the state can be relied upon to provide care for elderly relatives.
Most families will have to fund long-term care costs themselves so, whether you are planning ahead or you need to find a solution urgently, we will work out the most appropriate way to fund long-term care and the likely amount required.
Whether your goal is retirement planning or protecting and preserving your wealth, our expert Wealth Planners will take the time to thoroughly understand your financial ambitions and goals, your attitude towards risk and any concerns you may have.
We can advise you on a range of wealth management and investment services. With a regional presence across the UK, learn more at an office near you.