Your Home and Family

How can a financial adviser help you protect the financial security of you and your family?

Your home may be repossessed if you do not keep up repayments on your mortgage.

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:

income protection

critical illness

life cover

a combination of all three.

We can also help put policies in trust to make sure that the benefits go to the intended beneficiaries.

Convinced? Have a chat with by calling 020 3463 8836 or contact us now

I want a FREE initial consultation

Ablestoke Financial Planning LLP’s Registration Number is OC367708 and place of registration is England. The Company Registered Office is Admirals Offices, Main Gate Road, The Historic Dockyard, Chatham, Kent, ME4 4TZ.
Ablestoke Financial Planning LLP is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718. The term partner is used to refer to a member of Ablestoke Financial Planning LLP.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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