Protection Planning

At Astute Private Wealth, we feel protection is a key component of any financial plan. The death of a loved one or diagnosis of a life changing illness can bring upset and turmoil to family life. After all, our destiny is not always in our own hands, and as few of us have the financial resources required to maintain our current lifestyle, then the protection afforded by insurance can at least offer some comfort when life becomes a challenge. We feel protection is fundamental, and although it may not be the most exciting of subjects, the role it plays in protecting your current and future lifestyle means it should be the foundation of any financial planning strategy.

The Financial Conduct Authority does not regulate Tax Advice, Estate Planning, Inheritance Tax Planning or Cashflow Modelling.