Keeping what you’ve worked so hard for
Risk Management
Protecting what you've worked hard for is smart. Knowing just how much and what type of protection is required, is even smarter.
CBW Wealth firmly believes that it is necessary to insure yourself adequately. As standard, CBW Wealth recommends you consider life insurance, critical illness cover and income protection. However, with some industry knowledge it’s possible to be quite 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 worth swapping "primary carer" insurance for inheritance tax protection. Tony Lesser advises on the most appropriate options for you after a thorough 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
