It will never happen to me…
Many of us insure our cars, homes and mobile phones. However far too few of us insure something which is far more important… ourselves!
Ensuring you and your family will be financially secure should the worst happen, is often over looked. Arranging protection could make all the difference to you and loved ones, and provide peace of mind once in place, also insurance can play an important role in tax planning.
How Can We Help?
At Oakleaf, we will help identify areas of your life and finances that should be protected and help you put measures in place which will potentially mitigate any financial concerns these may cause
Protection Policies Include:
Critical Illness – designed to pay out in the event of a life changing diagnosis.
Life Assurance – to protect your loved ones in the event of your death.
Income Protection – to replace your income if you are unable to work.
Questions you may wish to ask us
What is income protection?
What are death in service benefits?
What will happen to my family if I die and they no longer have an income?
How can insurance help protect my family from IHT?
Contact us now for a FREE initial consultation!
Oakleaf can provide expert advice in the following areas
Retirement planning is about deciding now, what it is you want to do when you finish working and how much you might need to do it.
Oakleaf is able to help you maximise your wealth, minimise the effects of taxation, arrange appropriate protection for you and your loved ones and help you achieve a bright financial future.
We all understand tax is used to pay for some really important things, such as hospitals, roads and schools, however none of us wants to pay more than we need to and, therefore, understanding what you should and what you should not pay, is important.
Oakleaf Independent Financial Services Ltd
Authorised and regulated by the Financial Conduct Authority. Oakleaf Independent Financial Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 707473.