Protection Against Risk
Retirement Planning and Pensions
Savings and Investments
Buying a Home
Equity Release
Legacy Services

The 5-Minute Financial Healthcheck

Our services: protection against risk

Key questions

In assessing your need for protection, you need to consider your individual circumstances carefully. The following questions may help you decide what is important to you.

  • Do you have young children or others who are financially dependent on you?
  • How old are your dependents?
  • Do you pay school or nursing home fees for others?
  • If these people will become financially independent, or regain their financial independence. when will that be?
  • Do you have financial responsibilities, such as a mortgage, or debts that your dependents would not be able to manage, even for a short time?
  • Do you have any investments that could provide an income if you were unable to work?
  • Do you have any assets that could be sold if you were unable to work?
  • Would you need to move house if you became less mobile?
  • How do you travel about?
  • How far do you live from friends, relatives, shops and other local services?

To find out more about what we can do for you, please contact us.

Harris Lipman are an introducer appointed representative of AWD Chase de Vere Wealth Management Limited,
who are authorised and regulated by the Financial Services Authority.