Sometimes, in our role as an independent financial adviser, we have to have the difficult conversations with clients and their families. Discussing critical illness, income protection and life insurance certainly falls into this bracket.
It is important to appreciate the benefits of life, critical illness and income protection insurance. These policies should be considered as part of your broader wealth management arrangements.
For more information on our other services, check out our
Pensions Advice page or
Inheritance Tax Planning page.