Protection Planning

Protect and safeguard your family.

Is your family protected in the event of critical illness, inability to work or should the worst happen?

It’s important to consider a financial safety net for those you love, throughout all stages of your life, as your needs will change over time. It’s important to get the right advice and choose the products that are most suited to you. These may include:

  • Life protection
  • Income protection
  • Critical Illness cover

Most clients have a need for some form of cover and research indicates that many under-estimate the level of cover required.

Areas we can help with include advising on personal protection or using corporate policies to protect the business and its employees.

Elliot Gothold

Need more information?

If you’d like to speak to an adviser about protection planning, call us on 020 7472 5555 or fill in the form below. Alternatively, you can also download our brochure below.

Download our brochure

client
client
client
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”What a pleasure it is to deal with Graham a) he is terribly efficient and good and b) always a pleasure to deal with and good humoured.

RMT Somerset

Need more information?

Find out more about our clients, who we are and how our financial planning and investment process works.

Download our brochure

Charity partners

We are dedicated to “giving back” to charities through a percentage of fee donations.

Find out more

Protecting against illness and death

Make sure your family and loved ones are protected in the event of your death or critical illness. Plus funeral costs are high, so plan ahead to cover all necessary expenses.

Permanent health insurance

Although we think it will never happen, if you found yourself suddenly unable to work, how would this affect your household financially? We can help you ensure you still receive an income.

Mitigating inheritance tax liability

We can discuss ways for you to help protect your family against any foreseeable inheritance tax due on your estate.

Other ways we can help…

From financial planning to pensions, inheritance and tax-efficient investments, NLP Financial Management are a safe pair of hands for your financial affairs. Find out more below.

Financial
Planning

Make more informed financial decisions to achieve your goals

Pension
Planning

Plan ahead with a pension adviser to make the most out of life after work

Investment
Management

Create a long term plan to seize opportunities and grow your wealth

Tax Efficient
Investments

Get the most out of your investments using ISA’s and other tax wrappers

Inheritance
Tax Planning

Leave a more rewarding legacy to your loved ones, not the tax man

Protection
Planning

Safeguard your family in the event of ill health or should the worst happen

Corporate Planning

Manage your company’s pension scheme and protect your business, staff and directors through tailored planning

Find out more

Looking to create a solid protection plan? Call us today on 020 7472 5555.