Life Insurance & Family Protection

Life Insurance & Family Protection

Protection planning is about insuring against the unexpected to make sure both you and your loved ones are financially protected.

There are many different ways to provide financial security in these circumstances such as mortgage protection, life cover, critical illness cover and ill health cover.  After reviewing your current circumstances and looking at your plans for the future, we can advise you on building a comprehensive protection package that adds peace of mind to your overall financial plan.

The plan will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse.
The policy may not cover all definitions of a critical illness. For definitions of illnesses covered please refer to the Key Features and Policy Documents.

What Our Clients Think

Portland Wealth Management looks after three generations of our family’s wealth and has adopted secure and innovative approaches to successfully protect and grow our finances. Our dedicated financial adviser is a highly trusted professional, with whom have built a close working relationship. This allows him to manage our finances with our best interests at heart, especially in the provision of vital IHT mitigation solutions. His advice and guidance are always transparent, fair and sound, and...

Helen & Jan

Powys

Four years ago I was planning on my retirement and what to do with my pension fund, daunting! That was when we first met Christian. He explained in great detail our options and how we could secure our financial situation for the future, its long term effects together with our own expectations. His advice was extra ordinary, as even through the current International Pandemic and Brexit, our funds have been invested extremely well. Further to this we took his advice to secure a Trust Fund fo...

Hywel & Babs

Vale of Glamorgan

Portland Wealth Management Ltd