Insuring you and your loved ones should the worst happen is a critical part of financial planning. Our protection experts will look at a range of insurers to keep you and your family fully insured throughout your life.
Life insurance is a crucial stage in your home buying journey which can often being overlooked, so let’s make sure you are fully protected! Many people, turn to comparison sites to explore insurance policies, but in doing so they have to make their own financial judgement that the policy is right for them.
At Concept Financial Services, our Protection Experts, will analyse your requirements and make a recommendation that will fit your budget and ensure you have sufficient funds in the event that you or your partner dies. We believe that a financial adviser is your best source for choosing a life policy and a meerkat or an opera singer is not the right way for this extremely important part of your financial planning.
Protection Adviser
Company directors often shoulder tremendous responsibilities that come with unique financial risks. The decisions they make can impact the company’s trajectory and, subsequently, their personal and family’s financial security. In times of unforeseen circumstances, such as critical illnesses or untimely demise, our life insurance ensures that their legacy continues, their family’s future is safeguarded, and the company’s mission endures.
We tailor plans that not only cover financial contingencies but also reflect their personal values and legacies. This comprehensive approach sets us apart – we’re not just selling insurance; we’re offering a strategy to protect the present and secure the future.
We do everything we can to protect your data. however, the internet is not a secure medium and we cannot guarantee the security of your data.
I joined CFS Wills in 2020 after looking for a career change in which I could make a difference. Working with Paul again was a big factor with us initially working together over 30 years ago at Barclays Bank. We always stayed friends, and when the opportunity came to join CFS Wills I jumped at the chance. Having spent over 25 years in the motor trade and running car dealerships for over 10 years, I needed to do something different that would utilise many of the Skills and experiences I have developed over the years dealing with both private individuals and businesses. I wanted a career change that would not only be rewarding for me but be able to make a difference to peoples lives. Helping people put their affairs in order by simply completing a Will or Lasting Powers of attorney is for many quite cathartic. For most people, their Will is not very high on their wish list, yet everyone knows they should have one. For many, when they finally arrange their Will, you can see the relief in their faces.
Personally, I am married with two grown up children, but am now the proud owner of a dog (Springer-poo called Albi) for the first time in 30 years. To say he has taken over the house would be an understatement with almost everything revolving around him. We now all enjoy long walks and holidays near the beach for the dog. If Albi is happy, so are we!
Qualifications
ACIB- Associate of the Chartered institute of Bankers
MSWW- Member of the Society of Will writers
