...ensuring my family are looked after in the event of my death or illness
“I need the reassurance that my family will be ok if I am not about or able to earn. I need to ensure they are debt free and have enough capital and income for their futures.”
How we can help
This area of financial planning fits firmly under the heading of “telling you what you need to hear, not what you want to hear”.
Part of the Redbourne ethos is looking after you and your family – part of this is identifying any shortfalls in the event of death or illness to ensure you and your family are protected.
We can help you identify the potential exposure in the event of death and illness, review your existing arrangements and then identify any shortfalls.
Our other services
When can I retire
“I need to understand how much I have in pensions, what income it will give me in retirement and how much more I need to invest. I need to know this in plain English, with no jargon and with realistic projections”.
Find out more here.
I want to ensure I pass on as much of my estate as possible....
“I know inheritance tax can often being mitigated and I would like to explore how to utilise the options available to me, to organise my estate and minimise the liability payable”.
Find out more here.
I want someone to help me organise.....
“I need to tidy up my investments, manage it more efficiently and ensure it meets my overall goals.”
Find out more here.
As a business owner I need to know..
“How to draw tax efficient income from my business, how to use my pension fund to buy my business property, how to protect the business against the loss of key employees, how to make sure my family get my fair share of the business value in the event of my death.”
Find out more here.
I need help to rebuild my financial independence and security...
“After a life changing event, I need to focus on establishing my new goals ensuring my capital is protected and that I can work with a trusted adviser.”
Find out more here.
Don't just take our word for it!
“Redbourne has built up a reputation within the West Midlands as the IFA to turn to for more complex client work”
