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.

The protections that we advise on are:

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

Client Testimonials

I met Barry a number of years ago and was impressed with his whole approach from the start. He is 100% professional and good company at the same time. I have no hesitation in recommending Barry for pensions and financial advice.
Liam Keilthy – MD Parking Consultants Ltd
With work and family life being so hectic it is essential that when it comes planning for the future you get the advice of someone who is on top of their game. Barry and Bellwether meet this criteria and have shown not only expertise, efficiency and professionalism but also an ability to understand what is important to us as a family.
Senan Clandillon & Heather Scully, Directors – Clandillon Civil Consulting – March 2016
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