Services > Wealth Management >

Life Assurance and Income Protection

All of us will require protection of some sort in our lives to protect the things we value most, such as your family, home, income, health or your business.

Sometimes we think we are immortal or invincible and bury our heads in the sand. Over time we take on more responsibility but often do not find the time to take care of our own responsibilities.

Imagine if you were unable to work – how will you pay the mortgage, the bills, your weekly shop or your child’s university fees? Worse still – what if you die!

Protecting your income, if you are unable to work due to ill health, is crucial to maintaining financial security when you need it most. This form of protection is perhaps the most important people have, as it ensures you can continue to meet all the regular outgoings from one month to the next.

Government provision is poor and only covers the basics. The only sure way to protect yourself and the things you value most is to take responsibility yourself.

At Condy Mathias Financial Planners our general financial planning review will look at all existing policies you hold and advise you if they are both relevant and cost effective. As we are fully independent we can access the whole market to make sure you have the most suitable policy available and we can do this on the full range of UK Protection policies.

These include:

  • Income Protection
  • Mortgage Payment Protection
  • Life Assurance
  • Term Assurance
  • Pension Term Assurance
  • Decreasing Term Assurance
  • Critical Illness Cover
  • Shareholder Protection
  • Partnership Protection
  • Key Man Cover
  • Long Term Care Cover

Condy Mathias Financial Planners offer Independent personal financial advice and so whether your protection needs are of a family nature or to protect the financial security of your business, we can look to provide you with a solution.

Condy Mathias Financial Planners are regulated and authorised by the Financial Services Authority