Protecting your wealth
The Safeguards You Need for True Reassurance
Life is full of unexpected twists and turns, but it’s when these affect the wealth you’ve worked so hard to build that things can become difficult. With my help in putting the right protection and insurance in place, you’ll sleep more soundly at night.
There are a wide variety of different types of cover available, and a growing number of providers. I’ll assess your circumstances and find the best options for your particular needs.
Examples of your Options
Life Insurance
Would your loved ones be able to keep up with the mortgage or cost of living if you were to pass away unexpectedly? Life insurance safeguards against this, but there are many different options to consider to find the solution that works best for you.
Critical Illness Cover
The costs of medical treatment for those diagnosed with a critical illness can soar, and this type of cover can provide a financial buffer. As part of the wealth management plan we create together, we’ll decide if this is sensible and affordable for you, sourcing the best deal for your needs if so.
Income Protection
If you’re unable to work due to sickness or disability, income protection is designed to help cover your day-to-day expenses. As Red Kite is a fully independent business, I’m able to scour the whole market to find an appropriate deal, including little-known providers you’d struggle to find otherwise.
Your journey
FAQs
Working with a new financial adviser doesn’t need to be a daunting prospect. Learn a little more about the way I work with answers to some of the questions I’m asked most often.
Do I Have To Sign Up for Your Services at an Initial Meeting?
No, there’s no obligation to sign up for any services after an initial meeting. Instead, I encourage you to take your time to consider the information provided and make an informed decision that suits your needs.
What Do I Need To Bring to an Initial Meeting?
It’s helpful to bring relevant financial documents, such as bank statements, investment portfolios, and insurance policies. If you don’t have these readily available, don’t worry – we can still have a productive discussion about your financial objectives.
How Long Should I Allow for an Initial Meeting?
An initial meeting typically takes around an hour. This time frame allows me to thoroughly understand your financial situation, discuss your goals, and provide an overview of how I can help.
Fees
You deserve to have a full understanding of what it is you’re paying for when you engage with a wealth manager like me. Discover more about my services and the value I provide here.
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