Discuss a range of personal and business protection plans.
We can discuss the following types of protection plans:
Income Protection – For when you cannot work, and you want to keep receiving your income to help you and your family continue as normal.
Level/Decreasing Term Assurance – This can cover your mortgages payments, or other requirements, so that should you die your family have one less bill to worry about.
Critical Illness – Should you receive a diagnosis of a specified ‘critical illness’ the policy will pay out a lump sum. This is only payable once and depending on providers, the types of illness covered vary – we can advise on the exact terms.
Whole of life protection – where the payment of premiums guarantees that an agreed sum will be paid out on death whenever that occurs.
We also offer a range of business protection plans such as Keyperson/Shareholder/Partnership protection.
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Renfree Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here.
Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476
Renfree Wealth Management Limited registered office: Copper Coins, 16 Headleigh Road, Newquay Cornwall TR7 2HJ Registered in England and Wales No. 779848
The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts.