Wealth Protection

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At Brooks Wealth Management,
we understand that building wealth is a significant achievement by itself

but equally vital is safeguarding it for yourself and your loved ones. We cannot prevent the unexpected from happening, but we can help you be prepared through our protection and planning services.

Our comprehensive wealth protection services cover various aspects, including:

life insurance, 
critical illness coverage, 
income protection, 
private health insurance, and much, much more.
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Helping you protect your greatest asset, you!

For most of us, our home mortgage will be one of the largest financial commitments of our lives. Just as the bank requires you to insure your home (to secure the loan), you need to think about insuring yourself. 

When all is well, insurance may seem like just an unnecessary expense to us, but have you ever wondered – “what if”?

What if, your source of income disappears for a month, two.... a year?
What if, an accident happens?
What if, the worst happens...

Having proper legal plans and the right insurance in place gives you, not only peace of mind, above all: 

Security for Your Loved Ones: Life insurance provides financial security for your family in the event after your passing, ensuring they can meet immediate needs and maintain their quality of life.
Financial Stability During Critical Illness: Critical illness coverage offers a financial safety net, providing a lump sum pay-out if you are diagnosed with a severe medical condition. This financial cushion allows you to focus on recovery instead of worrying about expenses.
Guarantee of Income Continuity: Income protection insurance helps you replace lost income even if you can't work due to illness or injury. This coverage helps you maintain your financial stability, pay your mortgage & support your family.
Quick and Quality Medical Care: We all know what problems and challenges the NHS is facing. Private health insurance grants you access to top-tier medical care, when you need it most. It reduces wait times and ensures you receive the best medical treatments.
Long-Term Health Security: Long-term care planning helps you prepare for the potential need for ongoing medical or personal care, ensuring that you and your family have the resources and support to handle your care needs.
How we work?

Our approach is built on three pillars:

1. Understanding You

Your journey with us begins with a meaningful conversation. We don't just look at the numbers; we want to get to know you, your dreams, your concerns as well as your hopes & aspirations. Your story is unique and so is your financial journey. That's why it's so important to have a bespoke strategy tailored to your unique needs.

 

Request a no-obligation consultation

2. Taking strategic actions

While strategy sets the path, execution defines the journey. This stage is where we turn plans into reality, ensuring the optimal timing of every move. Our aim is clear: to maximize your returns, improve your life, and uphold tax efficiency. Consider us your dedicated partners, offering support for a seamless journey toward a better tomorrow. We strive to make your progress effective and effortless at every step.

 

Request a no-obligation consultation

3. Delivering Results

Ultimately, it's all about results. Our job is to secure your financial success, to build and protect your wealth. We measure our success by your achievements and fulfilment, and take immense pride in being your trusted partner in turning dreams into reality.

 

Request a no-obligation consultation

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Testimonials

See what our clients have to say

I had Ian Cunningham visit me to give me advice on estate planning. He was friendly, sympathetic and empathetic to my situation. He listened to me and spoke to me in a manner that I could understand. He was honest with me in saying that he recommends that a solicitor dealt with my case and recommended one. I was very pleased with Ian in giving me guidance and I feel that I can take things forward now. Thank you.

Janice Alberts

Helpful, friendly and professional service. Recommend to anyone looking for personalised financial services.

Gary Meades

Michal Zin gave me great advice on live insurance. Professional approach and friendly attitude - highly recommended.

Boguslaw Kazberuk
Ready to make the first step?

Contact us today for a complimentary,
no-obligation consultation with one of our Independent Financial Planners. Together, we'll create a financial strategy that transforms your dreams into reality.

Call:

01733 314 553

Write:

info@brookswealth.co.uk