Shareholder Protection Insurance Cover

YOUR PROTECTION ENQUIRY

Watts Mortgage & Wealth Management have been helping clients across the UK for over 25 years and offer a fully advised and totally whole of market service. We believe that offering financial advice in this manner helps best to ensure great outcomes for our clients.

We like to think we offer the very best service in the industry with all clients being given a nominated adviser who will take you through the advice process and beyond. We are not a call centre with the automated options, queues and the anonymity that can come with that service; we firmly believe in a premium human-lead service.

Appointments can be held, at a time to suit yourself, on the telephone, video calling via Zoom or Teams, or in our offices in Cheshire.

Please note, Moneyfacts.co.uk will receive a payment if you take out a policy via Watts Mortgage & Wealth Management.

As the reigning Moneyfacts UK Protection Adviser of the Year since 2019, we will be delighted to help you with your enquiry.

In order for us to assist you, please complete the enquiry form and one of our advisers will be in touch to book an initial call.

We’re currently the UK’s No 1 Protection Advisor of the Year!

Life doesn’t always go to plan so you need to ensure that you have some protection in place to support you when you need it most.

Running a business isn’t easy and your time needs to be spent ensuring your customers are happy. But what happens if you can’t be there?

Getting covered is not always a straightforward process if you have a pre-existing medical condition, or your occupation or hobby is deemed more hazardous than others.

Sue’s story*

Sue is recently divorced and has had to sell the family home. She is living in rented accommodation with her 12 year old daughter. As she is now the only wage earner she is very concerned that if anything should happen to her then they will have a big problem.

She was advised to replace her existing decreasing term life and critical illness plan with more appropriate cover which will provide a safety net until she’s 68 and starts receiving the state pension. We used the AIG low start option here as we were aware that Sue is now working under a tight budget and this gives a big discount to the initial cost. We also advised her about an income protection plan of £1k month, again to age 68, to cover her immediate family needs should she be off work sick for longer than 8 weeks.

We also introduced Sue to a solicitor as, during our talks, we realised her expression of wish for previous pension plans still specified her ex husband. She’s now in the process of amending her will.

*Names changed for privacy

NEWSLETTER SIGNUP

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