In June 2019 one of our clients experienced a life-changing event. Luckily, she and her partner had previously met with our Financial Adviser, Nic Whittaker. Upon his advice they had taken out critical illness insurance.
She is so relieved to have had this insurance in place, that she has given us permission to tell her story. Go to our Financial Protection page to read the full case study.
Financial Protection Dos and Don’ts
There are no hard and fast rules or dos and don’ts when it comes to protecting yourself and your family with a critical illness insurance policy. This is why is it so important to get professional advice from one of our trained specialist advisers. Everyone and every family is different. Whether this relates to health history or financial circumstances. The key is to match the Critical Illness Insurance policy to the needs of each individual. You can buy this kind of insurance online. However, our Advisers are best placed to advise you based on our holistic lifestyle financial planning approach.
Our client says, “It is now 6 months after my operations, and I am still off work and having to re-assess what my future holds and whether I will ever make a 100% recovery. I therefore can’t stress enough how important it is to have such a policy in place and would recommend it to everyone regardless of your age/health.”
We’ve got lots more information about Critical Illness Insurance and other kinds of financial protection here.
Our team of Advisers provide financial advice local to Sutton Coldfield and across the wider Midlands area. Our Advisers have the specialist knowledge to help you chose the most appropriate Critical Illness insurance based upon your situation and financial goals. To make an appointment contact our Client Liaison Team on 0121 323 2070 or firstname.lastname@example.org.