Protection


Of course you would feel more secure knowing that unexpected events won’t result in financial difficulties for your family. But life is so busy, if you’re like most people you haven’t got around to thinking about it.

At Bellwether Financial Planning we believe that protection should be the foundation of any financial planning. An unexpected event such as serious illness, disability or death could result in serious and long lasting financial difficulties. It is therefore imperative that a protection strategy is implemented to manage the financial risk that you face at different stages of your life.

Our advisors are experts in all aspects of protection planning and will assess, quantify and integrate your protection requirements seamlessly into your financial plans. We will review the existing policies that you have in place to evaluate their suitability, value for money and to ensure that they are structured in the most tax efficient way.

 

We advise on Financial Protection

The protections that we specifically advise on

  • Income Protection
  • Mortgage Protection
  • Life Cover
  • Critical Illness
  • Estate Planning
  • Shareholder Protection
  • Keyman Protection

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