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Financial Protection

Will your family be financially stable should anything happen to you?

How to protect your finances

At IPFM we understand it can be difficult to contemplate what might happen to your family should something happen to you. But ensuring your loved ones are protected should the worst happen to you does not have to be overwhelming, or detract from your current lifestyle.

One of the most well known ways of protecting your family is through life insurance, with the right life insurance you can take care of your family whatever happens. But, making life more comfortable in difficult circumstances isn’t just about life insurance. Private medical care can make the stress of illness and associated treatment more bearable, while critical illness cover can provide a lump sum should you be diagnosed with a critical illness and income protection meanwhile can replace part of your income should you become too ill to work.

IPFM’s financial protection services:

Our team at IPFM is well versed in all the different types of protection available and, as with all our services, our independent status gives us access to a wider market to source exactly the right plan for you. Our protection services include:

  • Life Assurance
  • Income Protection
  • Critical Illness Cover
  • Private Medical Insurance (Individual)
  • Private Medical Insurance (Corporate)

Protection planning is about peace of mind — knowing that you and your family are financially protected if life takes an unexpected turn. Our team can help you put that in place. We’ll help you understand your options clearly and choose cover that genuinely fits your needs without unnecessary cost or complexity.

Testimonials

What our clients say

“Gave good clear advice on my pension options and answered numerous questions”

Mr J.B.

“Charlotte and her team follow up on what that say they will do in a timely manner and keep us informed with clear communication via email, phone and face to face as appropriate. Our personal situation has changed over the past two years meaning that a complete review of our portfolio was required. Charlotte has helped so much with this with her advice, guidance and then by actioning the associated changes required in a timely way”

Mrs S.G.

“Charlotte has always listened and asked appropriate questions to ensure that she has fully understood the big picture in terms of what our goals have been. She has then recommended various options with any associated pros and cons so that we can make well informed decisions. She has also always done a great job in un-tangling some of the more complicated financial ‘jargon’ in order to put things into terms we understand with examples. She also has simplified the way that funds are managed in order to simplify paperwork input from ourselves”

Mr G.M