Protection Plan
Our independent protection advice and review service is the best way to secure your finances.Establish the right type of cover.
Find the best provider for your needs.
Obtain an affordable price.
With independent and impartial advice.
Offering access to the whole marketplace.
A financial planning process to help you protect your personal, family and business finances.
It's an independent 7-step advice process to ensure you obtain the right type of cover, from the best provider, at an affordable price.1. Discuss
The first step is to discuss your personal needs and priorities. This usually occurs via a video call using Google Meet, Teams, Skype, or simply a phone call. Whichever you prefer.
2. Assess
The second step is to assess your finances. Understand your assets and liabilities (what you own and what you owe). Get to grips with your cash flow (what comes in and what goes out each month). We think about the risks to your finances that protection could remove.
3. Review
The third step is to review your existing cover. What protection policies you already have in place, and any employment benefits you receive. You don’t want to duplicate cover and cost (unless it’s for a purpose), and it may not be wise to solely rely on employment benefits as you can change roles in the future. Finally, sometimes what you’ve already arrange is perfectly fine and can stay in place.
4. Research
We then undertake independent research from the whole marketplace to select the right type of cover, from the best provider, at an affordable price.
5. Present
These solutions are presented to you and we explain their features and your options, so you fully understand them.
6. Confirm
Once you are happy with our proposals, we confirm the recommended solutions in your own personal written report. This is provided to back-up your understanding and to fully outline all the important features, terms, costs and risks.
7. Assist
Finally, we provide full assistance applying for cover with your recommended provider, including the medical underwriting process.
We are here for you until your policy goes live, and in the future as your life and needs change.
Service summary
An independent 7-step advice process to ensure you obtain the right type of cover, from the best provider, at an affordable price.
A quick summary of the 7-step process:
1. Discuss – Personal discussion about you and your family, or business.
2. Assess – Assess your financial position.
3. Review – Review existing employment benefits and protection policies.
4. Research – Complete independent research.
5. Present – Present and explain proposals.
6. Confirm – Provide written report.
7. Assist – Help you apply for cover.
Mark Underdown | DipPFS, CeMap, IMC
Financial Planning Consultant
The website ProtectYourWealth.co.uk is intended to provide information and education about protection planning.
If you would like me to provide independent financial advice, then I provide this through a company regulated by the FCA.
This will be provided by me, Mark Underdown, acting as a regulated and Independent Financial Adviser with Paragon Independent Financial Advisers.
Paragon Independent Financial Advisers is a trading style of Paragon Independent Limited. Paragon Independent Limited is authorised and regulated by the Financial Conduct Authority (FCA) and entered on the FCA register under reference number 440589.
Get in touch with me today for a personal review.
Email: plan@protectyourwealth.co.uk
Call: 01702 599 384
Or complete the enquiry form below.