Do you need financial advice?
Key moments to talk to a financial adviser
There are certain aspects to arranging life protection where you may find help from a financial adviser useful:
As part of your wider financial planning – a financial adviser can help you see life protection within the context of your wider plans for the future, including investments and pensions for example.
You already pay fees to a financial adviser – in which case arranging or amending your life protection could be something you ask them to look into for you.
As part of your estate planning – placing a life Insurance policy into Trust can raise some questions. Your financial adviser will be able to give you the best guidance.
How to find a financial adviser
If you need to speak to a financial adviser, then you might find this link helpful – moneyhelper.org.uk/en/getting-help-and-advice/financial-advisers/choosing-a-financial-adviser