Your Home and Family
How can a financial adviser help you protect the financial security of you and your family?
We should always look on the bright side. But, just occasionally, life can change in a heartbeat.
One day you might feel fine and dandy. The next you might be diagnosed with a serious illness and be unable to work.
Of course, we hope this never happens, but it’s smart to be prepared.
We can work with you to protect loved ones if you become seriously ill or die – and ensure they can hold on to assets you have built up.
Get it covered
Before we can come up with a plan, you’ll need to tell us about your current finances.
This means deciding how much your family would need to survive on without the main earner.
The right combination
We will look at existing protection policies.
It’s also worth carefully checking any protection that’s provided by your employer, to ensure it covers all eventualities. It’s not always comprehensive and you may need more to suit your needs.
Once we have established what protection you might need, we can recommend insurance policies to ensure any outgoings are covered, such as:
a combination of all three.
We can also help put policies in trust to make sure that the benefits go to the intended beneficiaries.
Ablestoke Financial Planning LLP is an appointed representative of Intrinsic Mortgage Planning Ltd and Intrinsic Financial Planning Ltd who are authorised and regulated by the Financial Conduct Authority. The Company Registration Number is: OC367708 and Place of Registration is: England. the Company Registered Address is: Admirals Offices Main Gate Road, The Historic Dockyard, Chatham, Kent ME4 4TZ.
The term partner is used to refer to a member of Ablestoke Financial Planning LLP