Services
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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Your Partner, together with St. James's Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner's privacy policy which can be accessed on their website and St. James's Place Wealth Management plc's privacy policy which can be accessed at https://www.sjp.co.uk/privacy