Happy Family in the Park

PROTECTING THE THINGS THAT MATTER

"What people see as important things to protect is often down to circumstance, whether or not an individual is in business, has family, liabilities and specific views on life assurance or health insurance.  However, one of the key considerations is that without protection, longer term planning goals may not be met if you were to lose income, be unable to work through illness, injury or death, which is why protection planning is a cornerstone to strong holistic financial planning and one of the first areas we consider in the planning life cycle!"

We provide a review service to assess any existing arrangements, which looks at charges, costs, cover suitability and much more.  Why...?  Client circumstances change and while protection cover may have been relevant at inception this does not mean cover will match changing circumstances over time and this is where our review service addresses this and many other considerations.   

 

Whether you are looking for cover that provides a lump sum or regular income benefits to protect against death, long term illness or injury or to cover serious illnesses we search the whole of market to find the most appropriate and cost effective cover for a clients specific needs.

So whether you wish to protect a loan, income, family, business assets or employees, whether cover is to be based on price, superior quality or to cover extensively things like serious illnesses we can build a package of benefits specific to each planning objective, which may in turn have different cover amounts, duration or require cover to be split between different types of cover.  

 

It is due to our clients varying requirements that we have developed a range of unique protection solutions that not only meet any simple cover requirements competitively but we can also build more complex arrangements to meet a multitude of different advice requirements, which can be extremely important when we need to ensure cover types can run for differing levels and terms where one plan will not meet a clients specific needs alone.  This is where our value in designing complex arrangements comes into its own. 

Call today, email us or complete our enquiry form and take advantage of our no cost, no obligation initial review service!

Tony Walker Financial Planning Services Ltd is registered in England and Wales no. 11995450. Registered office, 23 Priory Close, Heaton-with-Oxcliffe, Morecambe, Lancashire, LA3 3RL.  Authorised and regulated by the Financial Conduct Authority. Opes Independent Financial Advisers Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 913426.

The Financial Conduct Authority does not regulate tax and trust advice, estate planning, some forms of corporate finance and commercial buy-to-let mortgages. As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.
 

Any videos contained within our website or provided via third party links are for information only and should not be construed as advice.  Any graphs or similar images are for illustrative purposes only and should not be relied upon. Investments carry risk and capital invested may go down as well as up, meaning you may not get back the full amount invested. Past performance is not a guide to future performance.
 

The quidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.  Where information in any form is provided via this website referring to a third party or where a link to a third party website is provided we cannot be held responsible for the accuracy of such information or the content of any external website(s).

Where communicating with us initially online you should never send any sensitive information to us via conventional email unencrypted.  Sensitive information to or from us will/should only be sent securely via our 'Client Portal'.  We arrange registration on our Client Portal following completion of our enquiry form.  Therefore we cannot be held responsible for issues or consequences in this area where sensitive data is sent to us unsecurely or unencrypted.

 

If you wish to register a complaint, please write to us at the address above or email us at tony@financialadvisorlancaster.co.uk

 

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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