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for independent advice, call us on 01296 632624
or email us at info@optimumifa.com

Protection

An emotive subject which is often over looked, protection should be one's first priority and provide the bedrock of any financial planning.

A review of your personal circumstances taking account of any existing personal or work related provision will be key. Our role then incorporates establishing which type of protection cover is most suitable and the level of cover you might need. Independent market research will then ensure we source the most suitable contract, not only in terms of best value but crucially, to best fit your requirements.

Whilst people tend to be aware of life assurance protection can also encompass critical illness cover, income protection and related areas such as long term care insurance and private medical insurance.

Essentially, you are paying for the peace of mind that in the event of death or a serious illness you and your loved ones could maintain their financial independence. It can also provide valuable protection for your business at a time when cash is most needed.

Only you can put a value on such peace of mind. However, we can assist in guiding you through the protection market.

Please see the specialist financial planning qualifications held by our consultants in "Consultant Profiles".

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