17/06/2025
Have you ever asked yourself "what if the worst happens".
Not many of us would let ourselves go there, but no one can predict the future, so are we leaving our entire life savings up to chance?
A key part of building a strong financial plan is protecting the assets built within it through various protection options.
With so many positives, why doesn't everyone have protection? Some might just have limited knowledge, if you don't know, you don't know kind of thing. But others, like many of our clients, don't really know where to begin with the overwhelming task of figuring out what, when and how they want to protect their finances.
As our advisors are able to look at our clients portfolios with a pragmatic point of view, they are able to suggest what fits for the clients needs as well as weighing up the implications from a tax point of view too.
So if you aren't protected, do you think you should be? You wouldn't drive your car without insurance after all.
