Protection underpins the financial planning, retirement and investment strategies for our clients, ensuring you, your family and business interests are protected in the event of death, illness or unemployment. One of our most important roles as Chartered Financial Planners is to ensure your financial strategy is not derailed by possible catastrophic events and these ‘what if’ scenarios.
Protecting the family is fundamental in any comprehensive financial planning strategy to ensure you and your family are catered for in the event of a sudden loss of income over the short and long term. As Chartered Independent Financial Planners we are able to help you understand the type and extent of insurance protection that you may require, as well as seeking the most suitable type of cover from the whole market to fulfil these needs.
“If a child, a spouse, a life partner, or a parent depends on you and your income, you need insurance.”- Suze Orman
Through the use of term assurance, critical illness, mortgage protection, family income benefit, income protection, accident, sickness and unemployment cover and whole of life insurances all within suitable structures, Vizion Wealth can make sure you make the right decisions when implementing a suitable protection strategy to deliver peace of mind for you and your family in the future.
Most of us insure our cars, homes and even our phones – but what about helping to protect our loved ones? Life insurance provides a safety net for your family and loved ones if you die, helping them cope financially during an otherwise difficult time. Having a life insurance policy can provide a lump sum in the event of a premature death.
Would you and your family benefit from a lump sum in the event of a diagnosed critical illness? Critical illness cover, also known as critical illness insurance, is a long-term insurance policy which covers serious illnesses listed within a policy. If you get one of these illnesses, a critical illness policy will pay out a tax-free, one-off payment.
How would you pay the bills if you were sick or accidentally injured and couldn't work? When the unexpected happens, we know that what matters is peace of mind from a policy you can trust. This service provides a regular monthly income for the life of the policy if the policyholder is unable to work.
Provides a replacement income should the insured become critically ill or dies prematurely. We can also help you place life insurance policies into a trust so that should your beneficiaries need to claim on them they can avoid inheritance tax and receive all the money you intended to leave them.
A relevant life plan is a death in service life policy through your employer or limited company. These plans offer significant tax advantages compared to a personal policy as premiums are typically classed as a legitimate business expense.
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Milton Keynes Headquarters: Vizion Wealth LLP,
16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes, MK11 1SY. Telephone: 01908 920043.
St Albans Office: Vizion Wealth LLP, St Albans Office Fountain Court, 2 Victoria Square, St Albans AL1 3TF. Telephone: 01727 615781.
Registered in England number: OC367088.
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Vizion Wealth is listed on the Financial Services Register https://register.fca.org.uk/ under reference 565523.
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