Wealth Protection

Making sure that your wealth is protected is key to helping you achieve your wealth goals.

There is no shortage of circumstances where you are well advised to have adequate protection in place, for example, going on holiday or insuring your home against damage or theft. But how can you decide what kinds of insurance should be a priority for you? Thinking about the following events may help you put your protection needs in perspective:

  • Event of Death
  • Personal Assets
  • Major illness, e.g. heart attack
  • Your family surviving without your income

Then ask yourself:

  • ‘Which of the above have I insured against?’
  • ‘Which of the above have I not insured against?’

Assessing the threats to your wealth and well-being is a key part of the financial plan that we will create for you. We help our clients so that they have a solid foundation to their financial affairs to help protect their wealth, aim to eliminate any threats and ultimately help you meet your overall financial objectives.

Through St. James’s Place we work with carefully selected product providers and offer an extensive product range including:

  • Life Cover (including Term Assurance and Whole of Life)
  • Critical Illness
  • Income Protection
  • Employee Benefits
  • Private Medical Insurance