Protection

Death – there we’ve said it. Now we can get on with living! However, many people decline to consider the impact that an untimely demise, ill health or the inability to work has on their family. Protecting and managing your wealth must be at the core of financial planning, and it doesn’t need to cost a fortune. We will take all of your current financial services’ products into consideration and provide an honest assessment, flagging anything we feel is not required.

At Brooks Wealth Management, we pride ourselves on taking a pragmatic approach to financial planning, wealth management, and planning for all eventualities.

Our aim is not to alarm people to create a need that doesn’t exist. Instead, we look at your personal circumstances and offer realistic advice on where gaps in your current planning exist and potential solutions to fill them.

Some clients prefer to work within a budget while other clients will not want to. Whatever the situation, we will provide our assessment during a “no obligation” meeting, to allow you to make your own decisions.

Most financial planning solutions in this area tend to consist of insurance-based contracts, such as Life Assurance, Critical Illness Cover and Income Protection. While these are some of the primary insurances available, we may also discuss other options, such as Private Medical Insurance and Debt Protection.

We can guide you with whatever your specific needs might be.

Knowledgeable, experienced and passionate about what we do, it is our sole purpose to add value to our clients, through the services we provide. Contact us today to make an appointment to see how we can help you.