The idea behind insurance is to have the reassurance that you have financial protection in place for you and your loved ones in the event that you’re no longer able to provide for them.
The payments can take the form of a lump sum or a regular payment that can help pay towards your mortgage, care costs, loans etc. This can help give you peace of mind that financially things are taken care of if you can no longer work or if the worst happens.
There are different types of insurance covering different aspects and many options under each type. We can go through all your options and help find cover that’s suitable for you.
Inheritance Tax and passing on your wealth is a complicated area with many possible costly pitfalls. Fortunately, our advisers can help in a number of ways:
Our financial advisers are experts in this area and can let you know what to do in a straightforward way.
Speaking to one of our financial advisers will give you comfort that an expert has reviewed your finances and recommended what’s best for you.
We’ll create a plan, complete all the paperwork and set everything up for you.
We believe less can definitely be more. So the advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.
Your first meeting won't cost you a penny
Guarantee to provide you with a personal recommendation, at no cost*
We won't put pressure on you to take our advice recommendation
*charge only be payable if you choose to proceed with our recommendation
"M&G Wealth Advice” is a trading name of M&G Wealth Advice Limited which is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.