Securing your wealth
"Protecting what you've worked hard for is smart. Knowing just how much and what type of protection is required is even smarter" - Tony Lesser
We firmly believe that it is necessary to insure yourself adequately. As standard, we recommend you consider life insurance, critical illness cover and income protection. However, it's possible to be strategic in the choice of insurance and, therefore, cost efficient.
The level and type of insurance applicable to you will be determined by your individual circumstances. For example, if your children have already left home it will be swapping "primary carer" insurance for inheritance tax protection. We advise on the most appropriate options for you after a through consultation.
Tony Lesser
takes a clear cut, frank but expert approach to helping successful individuals meet their current and future financial goals.
d: +44 (0)20 7309 3843
e: antony.lesser@cbw.co.uk
Paul Gibson
Chartered Financial Planner
d: +44(0)20 7309 3855
e: paul.gibson@cbw.co.uk
