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Protection Insurance
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Slaiyburn Financial Planning - Protection Insurance Guide

Our service is built on fostering long-term relationships, allowing us to provide timely retirement planning and estate planning advice as our clients' circumstances change. Our approach is straightforward: we aim to develop strategies and structures that empower clients to protect their wealth and achieve financial independence, ultimately providing the financial freedom to work by choice, not necessity. Our team has extensive experience in financial advice in the UK, including wealth management and retirement planning.

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We are dedicated to offering clients a comprehensive service tailored to create a bespoke financial planning strategy that aligns with their unique needs and goals. Trust Slaiyburn Financial Planning for reliable and personalized financial guidance throughout your financial journey.
 

PLANNING FOR THE WHOLE FAMILY

We believe that it's never too early or too late to benefit from planning for every stage of life. No matter where you are on life's journey, we have the UK financial advice you need. Explore our offerings for each family member below to see how we can help...

Financially Secure Grandad
GRANDAD

He wishes to maximise and manage his retirement income and aim to make sure he leaves something for his wife and family when he is no longer around.


We can help with:

  • Will & Lasting Power of Attorney*

  • Pension Flexi-access Drawdown

  • Investments

  • Inheritance tax planning

  • Lifetime Mortgages (Equity release)*

  • Trusts

GRANDAD
Financially Secure Grandma
GRANDMA

She also wants the best for her retirement income and wants to make sure there is not a financial burden for others when she dies.
 

We can help with:
Everything we can do for Grandad plus:
Funeral planning

GRANDMA
Financially Secure Dad
DAD

He aims to protect his family, save for their future and his own. To achieve this, he works hard and plays hard.


We can help with:

  • Life, critical or serious illness cover

  • Income Protection

  • Health Cover

  • Mortgages*

  • Savings

  • Retirement Planning

DAD
Financially Secure Mum
MUM

She wants the same as her husband and worries about the hours he works. She has her own career and is concerned about the children’s future. She wants to make the most of what they have.

 

We can help with:

Everything we can do for Dad plus: Holiday saving plans

MUM
Financially Secure Children
CHILDREN

We can help with:

  • Junior ISAs for saving and providing them with a strong start in life

  • Trust funds can be set up for various purposes, such as:

  • A first car, college/university fees, a deposit for a house, or even retirement

  • They can also have a degree of life and serious illness cover

children

*Services available through our partners

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