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We can’t foresee what is waiting around the corner, but we can ensure that we’re financially prepared to protect what are the most important things in life should the worst happen.

July-August 2020 


Securing Your Financial Future

Welcome to our Guide to Securing your Financial Future. Life can throw unexpected events and surprises at us when we are least expecting it, as we’ve witnessed with the coronavirus (COVID-19) pandemic outbreak. We can’t foresee what is waiting around the corner, but we can ensure that we’re financially prepared to protect what are the most important things in life should the worst happen. This means protecting what matters most, whether it’s our family, our income, our mortgage or our health, should the unexpected happen. It can often be a shock or a horrible realisation in times of stress or unfortunate events that we become aware of our exposure to risk, which can have a considerable financial impact on not only our lives but on those of our loved ones when a crisis or situation arises. Many families would struggle to make ends meet if a family member developed a serious illness and couldn't work or died. This is why it’s so important to take professional advice to ensure you have the right level of financial protection and insurance in place.

What this crisis has shown is that being unable to work can quickly turn our world upside down. No one likes to think that something bad will happen to them, but if you can’t work due to a serious illness, how would you manage financially? Could you survive on savings or sick pay from work? If not, you may need some other way to keep paying the bills. One of the single biggest ways you can protect your family’s financial future is to be future-thinking with your estate. When the time comes we all want our wealth to pass on to those we care about, whether it be our family, close friends or your favourite charity. But have we done enough to ensure this happens and will there be much left once the tax man has taken his share?

CONCERNED ABOUT PROTECTING YOUR FINANCIAL FUTURE?

The outbreak of the coronavirus may mean you have concerns about your protection plans and whether your income, family, mortgage or health are covered. If you’d like to talk to us about your current situation or ways to protect what’s important to you, please contact us – don’t leave it to chance.

To read or download the full  guide please click here


Want to discuss your requirements? Woodward Markwell provide an initial complimentary financial healthcheck meeting to discuss your individual needs. Whether you are an individual or a business,  an initial consultation with one of our experienced advisers is free of charge and without obligation.

Please contact us on 01473 408422 or e-mail ifa@wmibl.co.uk


This guide is for your general information and use only and is not intended to address your particular requirements. It should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts.