Protection

We give a straightforward service supported by dedicated and robust underwriting. We’re always on hand to answer any questions you may have.

Personal Protection

Term Assurance - Comprehensive life insurance, with or without a critical illness option

Mortgage Life Insurance - Flexible mortgage protection, with or without a critical illness option.

Critical Illness Cover - An option that provides financial protection for you and your family if they suffer a serious illness.

Guaranteed Whole of Life - Financial protection for your loved ones.

Business Protection

Partnership Protection

What happens if a Partner in your business dies? Not only do you lose their experience and expertise but what happens to their share of the business?

  • Can you afford to buy their share of the business without having to take out a loan or asset selling?
  • Their share of the business might pass to someone who has no knowledge or interest in your business, normally the spouse of the deceased business owner. That person might be in position to sell the company above your head.

Keyman Cover

A Keyperson is insured for life or critical illness.

In the event of a claim, the proceeds are paid directly to the company. We can also offer Keyman Income Protection (Keyman permanent health insurance). This money could be used in several ways, for example:

  • recruiting or training a replacement,
  • to repay a business loan,
  • compensation for lost sales.

Pensions

With the State Pension continuously falling it is important to consider taking personal control to provide an income in retirement

READ MORE

Inheritance Tax

Needless to say this can be a complicated area of Financial Planning and it is recommended that you seek professional advice

READ MORE

Investments

It is very important to know that any investment is right for you in terms of risk and tax position.

READ MORE

Protection

We give a straightforward service supported by dedicated and robust underwriting. We’re always on hand to answer any questions you may have

READ MORE

Any queries or concerns?

Please call us on 0845 643 6294 or use our contact form.

Make an Enquiry

Imperial Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. FCA No: 501271. Registered Office Unit B, Upper Boat Business Centre, Pontypridd, CF37 5BP

Website designed and developed by Joy Creative Ltd.