Meeting Life’s Challenges


Good financial planning also prepares for the unexpected – the challenges that life throws at us. This section of our website looks at measures you can adopt to protect yourself and your family from the financial consequences of those challenges and to manage life-changing events. 

Insurance policies to protect against the illness or death of a key breadwinner are good starting points for your disaster protection plan. We can take you through the options and make sure you are getting the best available rates for the cover you need. We can also help with general insurance for your home, if needed.

In addition, our Later Life experts are on hand if a family member needs funding for care fees or if you would like to free up the capital you have invested in your home using Equity Release.

The value of your investment can fall as well as rise and you may get back less than you have invested.

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