Protection

The myriad of protection products available on the UK market can be daunting to say the least. You may just require a simple Mortgage Protection Plan to repay your mortgage on death, or you may require your income protected in case you were unable to work through sickness or accident.

Even though protection products can appear simple on the surface, setting up a plan correctly is extremely important. Rather than search the entire market for the 'cheapest' premium available, we will take all factors into consideration and ensure that your policy has the best terms available for your own circumstances and is set up in absolutely the right way.

When we undertake a protection review it is astonishing to us that many existing contracts are not set up under the appropriate trust. As part of the overall financial planning process we can advise clients on aspects of trust planning and can place most existing cover into the correct trust without having to take out a new policy.

We offer the following types of protection:

General Insurance, Life Assurance, Critical Illness, Mortgage Protection, Income Protection, Key Person Cover, Share Protection, Inheritance Tax protection

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Postern Wealth Management Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk. Details can be found at https://register.fca.org.uk/ under reference number 511474. Postern Wealth Management Ltd is registered in England, no. 06982785.