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:
Then ask yourself:
You may wish to consider the following fact:
1 in 3 people will be diagnosed with cancer during their lifetime (Source: Cancer Research UK – 2019)
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: