Why tailored financial protection makes sense

The financial services market is flooded with protective policies to purchase that are designed to cover the costs of unexpected events. However, many of these products and services are designed to suit a range of different customers. While this can be useful for some, it also means that a plan might not be an ideal match for your situation. In this article, we’ll look at why a bespoke approach to financial protection can be a wiser move.

Personalised protection

When you opt for tailored financial protection, an advisor will assess your individual circumstances and select only the policies you require. As a result, you can be sure that you are prepared for the eventualities you might expect and never pay for services or products you are not likely to use.

Adapting to your changing needs

Tailored protection can also monitor and amend your protective plans as your needs evolve to ensure you are always covered. A wide range of polices are available, such as life insurance, private health protection, income protection, and partnership and shareholder protection, to name but a few.

Are you looking for financial planning services in Shropshire and Chester?

At Hartey Wealth Management, our expert advisors can help create tailored financial protection plans to suit your individual requirements. We can also be called upon to keep your policies up to date in line with your changing needs and offer independent advice on investment opportunities to help you avoid scams and schemes. Get in touch today to discuss financial protection.


Recent Posts

What is ESG investing?

Consumers who are keen to invest but seek to secure assets that are aligned with their personal ethics and attitude towards the environment and other issues will find that there

London claims 81% of venture capital

New data has revealed that in the UK’s last financial quarter, companies based in the capital received 80.6 per cent of all venture capital investments. The figures are being taken

Online scam targets UK investors

A recent investigation by cybersecurity specialist Group-IB has uncovered a large-scale investment scam targeting the UK and other countries in Europe, including the Netherlands, Germany, Portugal and Sweden, among others.