What we do

FINANCIAL PROTECTION

No one wants to think about death or illness, but having financial protection in place can be a valuable safety net for you or your family.

There are various forms of protection – from life cover, which pays out if you die, to critical illness cover, which pays out if you suffer a specified illness, and income protection, which covers you for an accident or short-term illness. There are even products designed to provide a regular income to your loved ones if you passed away.

With our wealth of experience, we will be able to analyse all the plans and providers out there to find the right option for you. Being independent also ensures that we will only ever present the solutions that we feel are the best for your circumstances, rather than being restricted in what we can offer.

Depending on your personal circumstances, financial protection could be the most important part of your portfolio. During every initial meeting we go through the exercise of learning more about you. This allows us to highlight any protection gaps that may exist.

Financial protection does not need to be expensive. We can create a tailored protection solution for you that gives you exactly what you need at a price you can afford.

Get in touch

We’d love to hear from you. Contact us via the below or complete the form and one of our friendly team will be in touch.

ADDRESS

Oakworth House, 45 Newgate, Pontefract, West Yorkshire, WF8 1NB.

EMAIL ADDRESS

admin@ifa-oakworth.co.uk

PHONE NUMBER

0800 018 6020

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