Financial products are essential in protecting our families, incomes or our property. Whilst insuring against an undesirable event such as sickness or even death may not be pleasant, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.


Businesses may want to protect the key personnel within their firm, without whom the business may be unable to function properly. Protection can provide a fixed sum should an individual be unable to work, or even die. The benefit could be designed to cover the companies expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business. If a shareholder were to pass away, the firms remaining shareholders or directors may wish to purchase the deceased’s shares from their estate promptly to maintain control of their business.


There are many affordable ways in which you can protect yourself, your family or your business. Please contact us to arrange a no obligation meeting, at no cost to you, so we can talk through your circumstances and the options available.

Any queries or concerns?

Please call us on 01708 471828 or email

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Any advice and guidance contained in this website is subject to the UK regulatory regime and restricted to consumers based in the United Kingdom. Walford and Phelps is authorised and regulated by the Financial Conduct Authority. FCA Number 480909. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: