What is the purpose of growing your wealth if you can’t use it to protect the people that matter most? What would happen to your family if you were not around? As we mature, our legacy becomes as important as our personal achievements. It’s not an easy thing to consider the fragility of life, but when it comes to looking after your family, a little bravery goes a long way.
Our protection planning always begins by creating a picture. A complete picture of your entire financial health from your investments and to your debts and obligations. We then consider your family. Should you suddenly be unable to work, to suffer chronic illness, or even to pass away, how much would you need to leave behind?
Once we’ve arrived at a full understanding and a clear target, your Winson Capital adviser will help you put together a plan using different available services and products. Life insurance, critical illness cover, trust and estate planning. Your adviser will help you decide the right mix, and the appropriate levels of cover.
As life changes, so might your plan. Your adviser will be in touch for regular reviews to tweak and refine the plan as life progresses.
If you like to find out more about your protection planning options, please get in touch with our Winson Capital team. One of our financial advisers will then follow up for a chat to understand your situation, and your specific needs.
GETTING THE FULL BENFITS OF OUR SERVICE
To fully reap the benefits of working with Winson Capital, we recommend combing our Protection Planning services with Financial Planning and Portfolio Management. Working together these disciplines will help you define your financial goals exactly, and then put together a portfolio of investments to get there. The more complete that picture, the more equipped we’ll be to make your money work harder.