What happens if my spouse or I die or fall ill?
Life surprises us with unexpected challenges, but by keeping your affairs in order, you can stay one step ahead.
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Ensure security
Prepare for life’s changes
Your family is the most important thing in your life, making their protection a top priority. As the breadwinner, if something happens to you that means you can’t run your business, your family must be taken care of. Similarly, if your spouse passes away or becomes ill, you need assurance that your finances will remain stable.
Life’s unpredictability demonstrates the need for a comprehensive plan, ensuring that if unforeseen circumstances were to hinder your ability to manage your business, your family’s financial stability would remain unchanged.
How we help you…
Long-term planning
To start, we will look at your long-term plans and current lifestyle. This helps us to determine what the right solution is for your family. Once you have cover in place, we’ll uphold our commitment by regularly reviewing your protection to ensure it continues to provide adequate cover for your needs.
Independent advice
Our status as an independent firm grants us the freedom to select the most appropriate plans and providers uniquely suited to your specific needs. You can rest assured that the cover will be tailored to you and much consideration will go into making the right decision for your family.
Gentle guidance
The way we approach conversations is different. We understand that the topic of death or critical illness isn’t a pleasant one. However, we take pride in handling these delicate matters with the utmost care and unwavering compassion, and we create a safe and supportive environment.
Your journey
Step 1
Initial chat
The starting point on your journey with us is designed to give you the space to talk and tell us about your goals.
Step 2
Status check
We will gather additional information, including your income, expenditure and lifestyle, and then we will map out what could affect these over time.
Step 3
Uncover scenarios
We will have another meeting to identify different scenarios. This will consider questions such as “Do you have the correct level of protection in place?”
Step 4
Staying on track
Seeing your plans come to life is the best part of our job and we will be there to guide you on this journey.
What our clients say
While we could certainly say tons of great things about our work and success stories, isn’t it more fitting to let our clients do the talking?
Eden Gate Financial Planning is a trading name of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial 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 within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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