Protection advice in Chelmsford

If you are considering taking out Life Insurance, get in touch with our advisers at Advance Wealth Limited today.

Protection for the uncertainties in life

No amount of money can ever replace a person, but more than anything, life assurance can help to cover any financial responsibilities that you may leave behind.

Life assurance isn’t just for individuals. It can protect a business from financial loss, liabilities or instability in the case of the death of a business owner/partner and can be invaluable in maintaining the business you’ve worked so hard to build.

Personal protection

Dying suddenly — in an accident, by unexpected illness or even of natural causes — can happen at any time. Life assurance may be able to help your loved ones pay the mortgage, bills, even college costs, after you have gone. It may also be able to provide a lump sum to help pay Inheritance Tax levied on your estate.

There are numerous ways in which to protect yourself and your family in the event of an untimely death or critical illness. For more information, contact our team today.

Business protection

Businesses may want to protect the key employees within their firm – perhaps the key salesperson, or the IT manager without whom the business would not function properly. Keyperson / shareholder / partnership protection can provide a fixed sum should the individual be unable to work, or even die. The benefit will be designed to cover the firm’s expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business.

Similarly, if a keyperson / shareholder was to pass away, the firm’s remaining shareholders or directors may want to purchase the deceased’s shares from their estate promptly to maintain control of their business. The same scenario also applies to partners in a firm. Please contact us if you wish to discuss your business protection provisions.

Testimonial:

“Excellent clear and down to earth explanation of options available to us. Did not 'sell' products or make us feel under pressure in any way - his team demonstrated the same user friendly style and approach - not always experienced in financial services. Excellent customer service by his team - efficient and effective.”

- S.H., Suffolk

Looking for investment advice and planning services?

Call Advance Wealth Limited on 0333 121 2129 or email at advice@AdvanceWealth.co.uk

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Contact Us

Advance Wealth Ltd is authorised and regulated by the Financial Conduct Authority, and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 494241.

Registered in England and Wales Company No. 6765526. Registered Office: The Mise Centre, Broomfield Place, 189 Main Road, Chelmsford, Essex, CM1 7EQ

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK

If you wish to register a complaint, please write to Advance Wealth Limited, The Mise Centre, Broomfield Place, 189 Main Road, Broomfield, Chelmsford CM1 7EQ, or telephone 0333 121 2129.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.