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Finance
Feb 2024
A new year is an ideal time to reassess your finances, especially if you’ve recently experienced some life changes. Make sure that a review of your protection insurance is near the top of your to do list in 2024.
The right protection for your unique needs can act as an indispensable safety net in the event of an unexpected downturn in your circumstances within the policy’s scope.
As we head into 2024, ask yourself if the level and type of cover you have is still suitable for your needs. If your circumstances have changed, you might need to update your cover.
With continuing cost-of-living difficulties for many, it is especially important to make sure everything’s in order. We know that inflation continues to make things difficult for many people right now. That’s why it is more important than ever to consider the role that protection plays in your financial plan.
Take time to consider your options. If you’re thinking of cancelling protection cover, remember that as well as leaving you and your loved ones without essential cover, a new policy is likely to cost more in future.
Having the right protection in place provides a level of certainty. Contact us to see how we can help.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated. The Financial Conduct Authority (FCA) does not regulate Will writing, tax and trust advice and certain forms of estate planning.
Our status as Chartered Financial Planners demonstrates our commitment to the highest standards of excellence.