Protection Planning

 
The cornerstone of any financial plan is to ensure that adequate protection strategies are in place, to provide the necessary financial support in the event of a premature death, long-term illness or disability, or the diagnosis of a critical illness.

People want to have the peace of mind in knowing that their loved ones will be provided for. We can provide a detailed analysis on the level of lump sum and income benefits required taking into account your existing provisions. 

Fraser Wealth Management can advise both on an individual and corporate basis, on the following type of products:

  • Whole of Life Assurance
  • Term Assurance
  • Family Income Benefit
  • Critical Illness Cover
  • Income Protection
  • Private Medical Insurance 
With all of the above products it is sensible to conduct a review of your existing policies from time to time as costs, product terms and your financial position may have changed.  
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Liverpool Office

52 Tithebarn Street
Liverpool
Merseyside
L2 2SR

Tel: 0845 456 4404
Fax: 0845 456 4405
(location map)
 

London Office

1 Cornhill
London
EC3V 3ND

Tel: 0207 743 6558
Fax: 0207 743 6559
(location map)