Protection

At Bellwether 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 for you and your family. 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 advisers 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 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
  • Inheritance
  • Shareholder Protection
  • Keyman Protection

Bellwether are experts in all aspects of protection planning and will assess, quantify and implement your protection requirements for you and your family.