Investment 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:

• Life Cover – helping your family cope if the worst should happen to you
• Critical Illness – a tax-free lump sum to help should you be diagnosed with specific conditions
• Income Protection – you can protect your monthly income if you’re unable to work because of accident and sickness
• Employee Benefits – a range of insurance benefits for your employees
• Private Medical Insurance – fast access to medical professionals when you need it
• Later Life Planning – solutions to help deal with the issues associated with later life

If you’re not sure whether these could apply to you, it’s worth asking yourself “What if?” Protecting you and your family from unforeseen circumstances is vital to your financial security. A good first step is to sit down with us and review your current arrangements. We can then advise you on the most suitable insurance solutions to protect you and your family. Things may still happen, but you won’t have the additional distress that being unprotected can bring.

Take the first step towards a more secure financial future. 

Call us today on Oakham 01572 759759 or Stamford 01780 437500 to arrange an informal meeting – at a time and a place to suit you.