Client Login

Financial Protection

Financial protection is a large, and in some ways, the most important area of advice.

Protection

Financial protection is a large, and in some ways, the most important area of advice. We can offer advice on the following areas:

  • Life Insurance
  • Critical / Serious Illness Insurance
  • Income Protection

We also provide corporate advice which may involve introduction to some further areas:

  • Relevant Life plans – one-man Death in Service arrangement. These are very tax efficient for owners of their own limited company
  • Keyman Insurances – this ensures a payment is made to the business to support the firm during periods of financial loss due to the permanent or temporary absence of key individuals
  • Executive Income Protection plans – this is a specialist product to provide income to a business in the event of a key executive or business owner being unable to work due to ill health or accident. The plan can often cover more than standard personal arrangement and also cover additional benefits such as pension contributions.

To find out more, please contact Concierge Wealth Management
on 01273 917828 or email: enquiries@conciergewealth.co.uk

“You shouldn’t buy life insurance because you are going to die.
Buy life insurance because your loved ones are going to live”

Top