Personal & Family Protection

When recommending life assurance and other protection arrangements our focus is on ensuring that you have the right type of policy, for the correct term, at the most competitive premium. We also consider the financial strength and reliability of the chosen policy provider. Life assurance is about “peace of mind” and the security of your policy should not be something you should have to worry about in itself.

We are able to advise on the implementation, and the continuing suitability, of a wide range of different life assurance and protection arrangements.

Where appropriate we are also able to ensure that any policies we arrange for you are written within the wrapper of a suitable trust. This can allow for the proceeds of a policy claim to be paid in a prompt and tax efficient manner to your nominated beneficiaries.

We are more than happy to review your existing protection arrangements in order to advise on their continued appropriateness for your specific needs.

Health Warnings:

- The information contained on this website does not constitute advice and no responsibility is accepted by Portland Financial Management for any action taken, or not taken, in reliance on the contents of this website.
- Tax legislation and HM Revenue & Customs’ practice is always subject to change and review.

- The Financial Conduct Authority may not regulate all the products or services we advise upon.