FINANCIAL PRODUCTS ARE ESSENTIAL IN PROTECTING OUR FAMILIES, INCOMES OR OUR PROPERTY.
Whilst insuring against an undesirable event such as sickness or even death may not be pleasant, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked. A policy which pays a lump sum or an income can easily be arranged to protect you.
Alternatively, Businesses may want to protect the key personnel within their firm, without whom the business may be unable to function properly. Protection can provide a fixed sum should an individual be unable to work, or even die. The benefit could be designed to cover the companies expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business. If a shareholder were to pass away, the firms remaining shareholders or directors may wish to purchase the deceased’s shares from their estate promptly to maintain control of their business.
Walford & Phelps are professional and friendly, and they listen to our requirements regarding our investments. We feel that they always put our interests to the fore.Mary & HywelSouth Glamorgan
Walford & Phelps have provided us with informed and significant advice for over 12 years. They are reassuring, efficient and understanding. This has enabled us to make important decisions with confidence.Mike & JackieKent
Walford & Phelps have always provided proactive and prudent advice. I have total trust in their capabilities. The team at Walford & Phelps continue to deliver exemplary service in looking after my future.SimonHertfordshire
Walford & Phelps have been dealing with our financial investments for the past twenty years and we have found them to be fair, honest, and always available if we wish to discuss any aspect of our affairs.Keith & MargaretSomerset
Walford & Phelps provide relevant, insightful and friendly advice for our company, our employees and our owner directors. They are proactive and keep in touch regularly to ensure our risks are covered and financial plans are on target.DavidManaging Director, London