Family Protection

Long-term illness, disability and death are all major threats to a family’s financial security. Although these are not subjects that are particularly pleasant to think about, it’s sensible to ask yourself the following basic questions.

  • Could your family cope without the financial security that your regular income gives them?
  • What would be the financial effects of you suffering a long-term illness or disability?
  • Are you confident you have adequate protection?

It’s so important to review your insurance arrangements regularly to protect your family's lifestyle. As circumstances change, so do your insurance needs. Moving house, an addition to the family, a change of job, redundancy or retirement, are all factors that could influence your insurance needs.

At Beaufort we recognise the importance of working with a range of related professionals in order to offer you seamless solutions to your protection needs.  Circumstances are at times so complex that your financial requirements need to be viewed within the context of legal aspects.  Therefore we call upon our connections with solicitors when the situation demands, such as in this example of applying to the Court of Protection: download the fact sheet here

 

About Us

We are a firm of highly experienced independent financial advisors based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
4 Jephson Court,
Tancred Close
Leamington Spa,
Warks,
CV31 3RZ
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862 Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

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