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Looking After The Things You Care About

Protection Planning

When it comes to finances, many people don’t think about safeguarding their family and themselves until it’s too late. They’re often too busy living life to worry about what might happen tomorrow.

But tomorrow always comes, and things do happen. That’s why taking action now is so important – whatever your circumstances or stage of life.

Here at Smith Eliot, our experienced team provides protection advice and a range of solutions across the areas that can affect you most:

Certainty in an uncertain world

People often neglect to protect themselves and their families adequately. It’s understandable - many people are just too busy living life to worry about the future.

But the world doesn’t stop turning, and things do happen.

Smith Eliot’s experienced team provides protection advice and a range of solutions for the things that could affect you, including:

Life Cover

Helping your family cope

income Protection

Protecting your monthly income if you’re unable to work because of accident or illness

Employee Benefits

A range of insurance benefits for your employees

Later Life Plannings

Solutions to make later life easier for you and your family

Critical Illness

A tax-free lump sum should you be diagnosed with specific conditions

Business Protection

Ensuring the long-term financial health of your business during difficult circumstances

Private Medical Insurance

Fast access to medical professionals

A good first step is to talk to us and review your current arrangements. We can then advise you on the most suitable insurance solutions to protect you, your family or your business. We cannot stop things happening, but we can help make them a little easier to deal with.

Take the first step towards a more secure financial future today.

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The Financial Wellness Scorecard

Investment Planning

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Discretionary Fund Management

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Retirement Planning Advice

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Inheritance Tax Advice

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Mortgages

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Protection Planning

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ISAs: Individual Savings Accounts

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Long-Term Care

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Tools & Calculators