Contingency Planning

There are many forms of life assurance and income protection, some of which are mentioned in the adjoining pages to this section. Choosing the right one for you can depend upon a number of factors including tax, cost and the protection required.

You can use the information on this site to gain a basic understanding of what is available, however this information is only an overview, only expert, independent advice following a full review of your circumstances will ensure you find a solution that provides peace of mind.

WDJ Financial Planning can provide advice from the whole market place to ensure that you obtain the best product for your requirements.

Life assurance can be used to protect income, loved ones and businesses and, in certain circumstances, can be arranged in such a way as to minimise the effect of tax.

Our Services

  • Review existing plans for price and tax efficiency

  • Advice on protecting family and dependents

  • Place new and existing plans into trust

  • Provide advice on protection for partners and directors

  • Advice on covering a mortgage or other debt

Useful Information