The foundation of proper planning. It is all too easy to review your pension arrangements and dream of long afternoons indulging your interests, whether it be garden,golf or grandchildren, but too many plans are undone by a failure to protect what you already have.
At Somborne Financial Planning we believe that any sound financial plan starts by looking after what you already have. We can advise on an array of protection needs including:
- Business and Shareholder Protection
- Term Assurance
- Critical Illness
- Permanent Health Insurance
- Private Medical Insurance
- and more.
Contracts evolve and competitive positions change so it is important to ensure that the cover you have in place continues to meet your needs. Somborne Financial Planning will make appropriate use of Trusts to ensure that, in the event of a claim, the right money is placed in the right hands at the right time.
The Financial Conduct Authority does not regulate Trusts.