Your needs for life insurance and ill health insurance are likely to change throughout your life.
Parents with young children have the greatest needs for insurance to ensure they can pay off debt and provide for children and other dependents if the unexpected happens. While comprehensive protection may be desirable, it can be expensive. Since most people have competing priorities such as saving for holidays, university fees and more, we aim to find a solution that fits your situation, using a mixture of term life assurance, family income benefit, critical illness and income protection insurance policies.
For older people, life assurance can be a way to make sure your family receive assured payments after your death – payments that are outside the scope of Inheritance Tax.
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News: No hole in this bucket
Stock market crashes create anxiety for investors, especially those who – like most retired people - are withdrawing regular sums from their investments to provide the income they need. But FiveWays’ retirement income planning strategy, which we call ‘bucketing’, means clients are insulated from all but the very worst possible stock market disasters.
Meet the Team
Our team of financial planners have had years of experience and are on hand to help plan for your future.