Date
05 Aug 2022Category
Wealth Management & Financial PlanningAs inflation continues to be a pressing issue and COVID still prevalent, it’s important to check that you’re protecting your wealth and effectively planning a safety net should the unexpected happen. A critical part of this is to review any existing or possible insurance policies so that there’s peace of mind in relation to ongoing bills and other expenses.
What to consider with your insurance
Your personal circumstances and needs will have almost certainly changed over time. Perhaps you have children who are financially independent, or you have paid off your mortgage.
You may also be entitled to benefits with your current employer that either overlap with polices you already have or leave things now important to you not covered.
How the plans are set up is significant too. For example:
It could be time to review these policies, how they are written, and the level of cover they provide, to make sure they are still suitable.
The following insurances help to protect against financial difficulty and provide comfort to you and your family:
You may already have protection plans in place, but it is always worth reviewing them as your circumstances may have changed, your priorities shifted or there may be unnoticed gaps that can be bridged.
Putting in place sufficient protection will give you peace of mind if the worst does happen.
We are here to help
Our dedicated Wealth Management experts are here to guide you through all your options and to help you make the right choices to ensure financial security.
For further information, please get in touch with your usual Azets advisor or a member of our Wealth Management team.
Azets Wealth Management is a trading name of Azets Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS. Company Number 05674020. Incorporated in England. Azets Wealth Management Limited is a subsidiary of Azets Holdings Limited.