Personal Protection
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Protecting those we love in a cost-effective manner can be complex but ignoring the problem doesn't bear thinking about.
We'd all like to make sure that our families would be financially stable if something were to happen to us. However, assessing and prioritising these risks is difficult and choosing the right types of insurance policies to cover them in a cost-effective manner can be complex - doing so within budget even more so. An independent financial adviser can assess your needs and preferences and recommend the correct policies from the whole of the market to best meet your needs within your budget. Critically this means finding the right type of policies with terms and conditions that fit your needs - insuring the real risks that matter to your family. |
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| But insurance isn't the whole picture. There are other risks which present themselves throughout our lives and a good financial adviser will prompt you to consider these and recommend the most suitable course of action to minimise them. What should I protect?  The links below are intended to give you an idea of the risks you might face at different life stages and the options that exist to minimise them. The risks and potential solutions listed are not meant to be exhaustive and many of the points made will not apply to everyone. Please note that this doesn't constitute financial advice and that we do strongly recommend you seek professional financial advice before taking, cancelling or changing any policies. Taking taking action without advice could leave you at risk, paying over the odds, or both! |
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The content of this website is intended for private individuals and introducers in the United Kingdom only. It is intended to provide generic information only and constitutes neither financial advice nor an offer to provide financial advice. We strongly recommend that all parties seek professional financial advice before taking out, funding, amending, crystalising, taking income from or cancelling any financial policy, product, instrument, contract or commitment. If you would like to seek advice on any of the aspects mentioned on this website from us please click here to contact us.
If you wish to register a complaint, please write to us at 70 The Philog, Cardiff CF14 1EB or telephone 02920009479. A summary of our internal complaints handling 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 023 4 567.
Whitchurch IFA Ltd is not responsible for the content of external websites linked from this site.
