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Planning for the unexpected

Protecting yourself and your family from financial loss should you fall ill or worse is a priority.

You might have the best financial strategy in place for your future retirement, but you should also plan for the unexpected.

We advise on insurance to cover many eventualities that might otherwise put your family’s financial security in doubt.

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What sort of protection do I need?

Swallow Financial Planning recommends that in the event of your death or incapacitation, you be insured against one or more of the following:

  • Debts, such as mortgages and loans
  • The loss of income
  • Your children’s education costs
  • Making your home fit for purpose if you suffered an injury or illness
  • Providing a lump-sum to children or surviving spouse

By doing this, you’ll ensure that you and your family won’t lose everything you have worked so hard for.

You might also consider private medical insurance if this was something you enjoyed at a former employer but no longer receive.

We can even look at implementing a simple insurance policy that helps to protect your beneficiaries from a potential inheritance tax bill.


Protection for employers

As an employer, you can contact Swallow Financial Planning to protect your staff’s pensions from a potential lifetime allowance tax charge. Our planners can advise on relevant or excepted death-in-service benefits, so please get in touch if you’d like to find out more.

Talk to a financial planner

Our experienced team of chartered financial advisers and planners will help with any financial planning issues or questions you may have.

You might be a high-paid individual looking to plan your financial future, or perhaps you’re already retired but seeking investment, inheritance and tax planning advice. Our experienced staff will guide you in making the most of your money.


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Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry