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Vizion Wealth Chartered IFA Milton Keynes Family Protection

Family and Personal Protection

Protection underpins the financial planning, retirement and investment strategies for our clients, ensuring you, your family and business interests are protected in the event of death, illness or unemployment. One of our most important roles as Chartered Financial Planners is to ensure your financial strategy is not derailed by possible catastrophic events and these ‘what if’ scenarios.

Protecting the family is fundamental in any comprehensive financial planning strategy to ensure you and your family are catered for in the event of a sudden loss of income over the short and long term. As Chartered Independent Financial Planners we are able to help you understand the type and extent of insurance protection that you may require, as well as seeking the most suitable type of cover from the whole market to fulfil these needs.

“If a child, a spouse, a life partner, or a parent depends on you and your income, you need insurance.”- Suze Orman

Through the use of term assurance, critical illness, mortgage protection, family income benefit, income protection, accident, sickness and unemployment cover and whole of life insurances all within suitable structures, Vizion Wealth can make sure you make the right decisions when implementing a suitable protection strategy to deliver peace of mind for you and your family in the future.

Financial protection policies typically have no cash in value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse.

Protect the Lifestyle You Love

Life Insurance

Most of us insure our cars, homes and even our phones – but what about helping to protect our loved ones? Life insurance provides a safety net for your family and loved ones if you die, helping them cope financially during an otherwise difficult time. Having a life insurance policy can provide a lump sum in the event of a premature death.

Critical Illness Cover

Would you and your family benefit from a lump sum in the event of a diagnosed critical illness? Critical illness cover, also known as critical illness insurance, is a long-term insurance policy which covers serious illnesses listed within a policy. If you get one of these illnesses, a critical illness policy will pay out a tax-free, one-off payment.

Income Protection Insurance

How would you pay the bills if you were sick or accidentally injured and couldn't work? When the unexpected happens, we know that what matters is peace of mind from a policy you can trust. This service provides a regular monthly income for the life of the policy if the policyholder is unable to work.

Family Income Benefit

Provides a replacement income should the insured become critically ill or dies prematurely. We can also help you place life insurance policies into a trust so that should your beneficiaries need to claim on them they can avoid inheritance tax and receive all the money you intended to leave them.

Relevant Life Plans

A relevant life plan is a death in service life policy through your employer or limited company. These plans offer significant tax advantages compared to a personal policy as premiums are typically classed as a legitimate business expense.

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Guide to Financial Protection

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For an initial chat about your personal or business financial planning needs, you can speak to an expert by calling our Milton Keynes office on 01908 920043. You can reach us via email at info@vizionwealth.co.uk


Milton Keynes Headquarters: Vizion Wealth LLP, 16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes, MK11 1SY. Telephone: 01908 920043.
Registered in England number: OC367088. Vizion Wealth LLP is a Limited Liability Partnership. Vizion Wealth LLP is authorised and regulated by the Financial Conduct Authority.

Vizion Wealth is listed on the Financial Services Register https://register.fca.org.uk/ under reference 565523.

If you wish to register a complaint, please write to info@vizionwealth.co.uk or telephone 01908 920043. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

The Financial Conduct Authority does not regulate tax planning, trusts or workplace pensions.
Please do not hesitate to contact us if you have any questions regarding this review.

Vizion Wealth LLP cannot be held responsible for the content within any external website or documents that are linked to from this site.

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