Protection
Just as bees protect the hive to ensure the survival of the colony, you can take steps to safeguard your family from life’s uncertainties.
Protecting what matters most – you and your family – is the cornerstone of financial planning.
Life is all about living and enjoying what you’ve worked hard for. But unforeseen risks can be just around the corner.
We can help you plan for the unexpected so you and your family can weather life’s storms, giving you peace of mind that your finances and lifestyle are protected.
Tony has been our financial advisor for many years. He delivers clear and comprehensive guidance on a range of issues with integrity and is always available when required. We have always trusted his judgement and advice.
John and Helen
Cheshire
June 2024
Life insurance
Should the worst happen, it is vital to have contingencies in place so your family’s standard of living can be maintained.
A life insurance policy pays out a lump sum of money after your death, alleviating any financial worries and providing your loved ones with the financial stability they need during a challenging time.
Critical illness
Also known as serious illness cover, critical illness policies are designed to pay out a tax-free lump sum should a person suffer from a serious illness.
The sum can be used in whatever way, whether you want to pay household bills, cover health-related costs or make adaptions to your home.
Essentially critical illness cover provides you and your loved ones with financial security during challenging times, offering peace of mind knowing that you can focus on recovery without worrying about financial burdens.
Private medical insurance
The NHS is under greater pressure than ever before and waiting lists keep getting longer. If you or a dependent is in need of treatment, private medical insurance (PMI) can offer a solution.
With PMI, you can avoid lengthy NHS queues and receive fast access to private healthcare at the time of your choosing and with the specialist you desire.
Income protection
Sometimes, illness or injury can occur which prevents you from being able to work.
In such cases, income protection insurance offers a financial safety net. A key policy for the self-employed, it provides an individual with a regular tax-free income to replace their loss of earnings.
A.K.M Financial Wealth Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 843234.
Registered office: A.K.M Financial Wealth Ltd, AZETS, Venture Park Road, Tamworth Staffordshire B78 3HLI. Registered in England Number: 8620812.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.