You might be more familiar with insuring your home but do we think enough about insuring our greatest asset, ourselves?
Events in our life time which could affect your level of earnings and your ability to pay your bills include:
Short-term or long-term illness;
A serious illness;
We will review any plans you have in place to determine if they are sufficient to meet your needs.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Our approach to retirement planning is for us first to understand your current financial situation, your goals and your attitude to the risk you are prepared to take with your money and your future.
We will help you:
Get ready for Retirement;
Understand how to best maximise your tax allowance;
Navigate the choices.