Insurance and protection
The confidence that comes from knowing you’re fully covered
Protect your family from the unexpected
Many families would face difficulties if a senior family member became seriously ill or died – particularly if this was sudden and unexpected. Developing a long-term insurance and protection strategy involves identifying the potential risks that could impact you and your family. There is a wide range of solutions and tactics that can help minimise these risks and our role is to help create a risk mitigation plan that identifies specific solutions.
The most common reasons for setting up financial protection are to:
- Maintain your lifestyle and repay any outstanding debts if you became unable to work due to an accident or illness
- Take care of your family if you died or developed a serious illness
- Cover a future inheritance tax bill without the need to sell a much-loved family home
At Wallis Wealth, our expert financial planners will work closely with you to ensure you have the right level of financial protection and insurance in place, giving you the confidence and peace of mind that you and your family are protected, whatever the future brings. First, we get to know your financial and family circumstances and then we check for potential shortfalls or vulnerabilities in various hypothetical scenarios. We can then begin the process of setting up the appropriate levels of insurance and protection to ensure you are fully covered. We have a detailed understanding of the insurance and protection market and because we aren’t tied to any individual provider, we are free to select the most suitable plans to meet the unique priorities and requirements of your family.
Our specialist insurance and protection services
- Insurance and protection plans
- Insurance and protection cover reviews
- Policy arrangement
Even if you already have insurance and protection policies in place, it’s important to remember that your level of cover should be reviewed regularly to ensure it continues to fully meets your needs. Individual circumstances and requirements naturally change over time but there are a number of key ‘life changes’ which should trigger a review of your protection, including:
- Marriage or divorce
- The birth of a child
- Older children reaching the age of independence
- A change of job or employment status (including retirement)
- Starting or exiting a business
- Major lifestyle changes (for example, stopping smoking)
- Paying off your mortgage or clearing other outstanding debt
To find out more about how we can ensure you have appropriate protection in place, call us today on +44 (0) 800 228 9928 to book a no-obligation consultation with our financial planners.
You may also be interested in...
Mortgage arrangement
We are highly experienced in residential property mortgage transactions of all sizes and levels of complexity. We particularly specialise in arranging mortgages for purchases and re-mortgages relating to high-value properties for domestic and international clients, often with complex income structures.
Pensions and retirement planning
Saving for retirement is one of the most significant financial challenges most people face. Having an expert by your side to navigate the complexities, avoid the potential pitfalls and secure the outcome you deserve is an invaluable source of confidence and reassurance.
Inheritance tax & family wealth
Saving for retirement is one of the most significant financial challenges most people face. Having an expert by your side to navigate the complexities, avoid the potential pitfalls and secure the outcome you deserve is an invaluable source of confidence and reassurance.
How can we help?
To start our conversation, just give us brief details about your enquiry below or call today on
+44 (0) 800 228 9928.
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