call us now 07714 235 701
call us now 07714 235 701
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications, and you can't leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.
It can provide the reassurance of financial protection for you, your family, and your business associates.
A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies. The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.
Please be aware that this type of assurance is based on an assessment of the health of the applicant.
THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.
Investing is what you can do with the savings you have created - if you are looking to generate a return on your money that is greater than what is already available to you through your savings instruments.
THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
ADVICE ON CASH ON DEPOSITS IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
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A well-prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement. It requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.
THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.
THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
Ciaran Preshur Wealth Management, Millennium Court, William Street, Portadown, Co. Armagh, BT62 3NX
Ciaran Preshur Wealth Management is an Appointed Representative of Quilter Financial Services Limited, who is authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s/). Ciaran Preshur is entered under the FCA register under Reference number 764649.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Approver Quilter Financial Services Limited 15/05/2025
