Protecting your loved ones

If you have people who depend on you financially, you’ve probably considered some kind of insurance. If you’re unsure as to what would be right for you, then we can help.

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Getting the right advice and support for you

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. 

Help with protecting your loved ones

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:

An expert review

Our financial advisers are experts in this area and can let you know what to do in a straightforward way.

Peace of mind

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 do the hard work

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.

Common questions you might have

  • What type of insurance do I need?
  • What happens if I can no longer work?

  • What conditions does my policy cover?

  • How will my loved ones get the money?

  • Do my loved ones pay tax on an insurance policy?

Our promise to you

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

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"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.