Financial Protection

We all want to feel secure in life. Yet none of us can predict when accident, illness or an untimely death may occur. Financial protection against the potential impact should be your first priority.

We understand the complexities involved in obtaining the most appropriate financial protection to meet your requirements.

We help to establish your needs and to prioritise the key risks you wish to insure against. Then we put these plans into action, finding the most suitable products from reputable providers to achieve the best value for money.

This can include life insurance, critical illness cover and income protection insurance – which provides a long term monthly income should you be unable to work. We can also arrange specific protection for mortgages or business loans.

And we will structure any insurance in the most tax efficient way. For example, writing an otherwise simple policy under the correct trust, could ensure that the pay-out is not liable to inheritance tax, and means the full value is retained to help your beneficiaries.

The Financial Conduct Authority do not regulate inheritance tax planning.

The above logos refer to Dr Josh Lewis

WealthDoctor is a trading name of Wealth Doctor Financial Planning Ltd which is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.