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Financial Protection Services

If the worst happens, you want to know that you and your loved ones will be ok. We’ll help you get that safety net in place.

It’s fair to say that life can be a little unpredictable.

It feels normal to insure our homes, cars, valuables and even our pets. It’s also normal to underestimate our own value by not insuring or under-insuring ourselves. Shying away from conversations about the impact of ill health or death means we haven’t always thought through the impact if the worst were to happen.

Good health and income enable us to lead the lives we want and allow us to make lifestyle choices for ourselves and our families.  Most of us have to work hard for what we have and are always dreaming of what life could be like. Whether your hopes and dreams are to fund your children’s next steps or more focussed on living the life you want – we know and have seen how these can be jeopardized by unexpected events.

Understanding and selecting the right protection for you and your family is fundamental to your financial security and provides peace of mind. You wouldn’t want to risk everything you have worked for and dreamt of, when having the right cover in place could provide the safety net you need.

At Yorkshire Financial Planning we will take time to understand your needs before exploring solutions to suit your circumstances and budget. We’ll keep reviewing these with you regularly as life has a habit of changing your plans along the way.

Find out how we can protect your finances, and provide financial security for you and your family. Get in touch today for a no-obligation chat with us.

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Review for Joanne

I reached 50 and being the sole earner in the family wished to ensure that, in the event of my death, cover was in place for any gap in earnings this might bring in the next few years. Joanne helped me to determine best scheme weighing up means of payment (best scheme for tax efficiency), level of cover, scope (i.e. whether to consider critical illness also). Joanne made clear arrangements for meetings (online) and was always well prepared for these. I wanted someone to work through all the options so I did not have to - and assist with the best result.

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