Protection Planning
At First Equitable we put your interests at the heart of everything we do and there is nowhere more important than ensuring your family and loved ones have the most appropriate financial protection in the event of illness or death.
Financial protection planning is often the unfashionable aspect of a financial plan, as it involves ensuring you and your loved ones are adequately protected for something that you sincerely hope will never happen. However, whilst we might not want to think about it, planning ahead against the unexpected can ensure your family don’t have the additional burden of financial hardship in the event life does throw an unwelcome surprise; the truth is that bad news can impact on any of us at anytime, often when we are least expecting it.
We view each client as a unique individual and take the time required to gain a thorough understanding of your situation and to create a tailored protection strategy that will meet your goals and needs.
As a truly Independent Financial Adviser, you can be assured that First Equitable will research the whole of market to find the very best and most competitive protection policies as part of your own financial plan.
Our protection planning services include:
- Life Assurance
- Income Protection Insurance
- Critical Illness Cover
- Wealth Protection
- Long Term Care Funding
- Trust Arrangements
- Making a Will
If you would like to discuss our range of protection services and how First Equitable can help you prepare for the unexpected, please contact us today for further information.