"making sense of money"

Protection

Individuals

Whatever your protection need, whether it is to protect a mortgage, provide for your dependants in the event of your death, provide a lump sum in the event of a critical illness or generate income in the event of long term sickness, Wessex Investment Management is well placed to help.

As Independent Financial Advisers we are not tied to any one provider so we can help to guide you through the whole protection market, sourcing the most appropriate contract for your needs.

Typically we can advise upon:

  • Life Assurance
  • Critical Illness Cover
  • Income Protection
  • Long Term Care
  • Private Medical Insurance

Obviously the terms of your policy will depend on the level of cover required, your gender, age and state of health; however, you can rest assured that we will have sourced the most appropriate product for you using comprehensive research software.

Business

If you are in business, failure to protect your company can have disastrous consequences. As such, many ensure that the building/premises and company vehicles are all insured.  However, the most critical elements of any business are its staff and shareholders.

At Wessex Investment Management, we make it our business to protect your business.  We will work with you to establish a complete analysis of your requirements and provide practical solutions to protect you and your company.

Failure to protect your company, partnership and key staff can lead it to fail; by providing appropriate protection you can ensure it will continue in the event of death, critical illness or long-term sickness of a Director, Shareholder or key employee.

As Independent Financial Advisers, we are not tied to any one provider. We can therefore source the most appropriate contract for your needs from across the marketplace to help you protect your business.

We can also assist in creating a staff benefits package to help with recruitment, motivation and retention of staff.  Creating the right mix of benefits is an important factor in successfully managing staff.  Wessex Investment Management can help to implement group life, group critical illness, group income protection and/or group private medical insurance schemes for your employees.

 

Wessex Investment Management Limited is authorised and regulated by the Financial Services Authority. Wessex Investment Management is entered on the FSA Register (www.fsa.gov.uk/register/) reference 400509 Registered Office : Number One, Carnegie Road, Newbury, RG14 5DJ Registered in England & Wales No. 4132770 © 2006 Wessex Investment Management Ltd - This site is intended for UK investors only. The FSA does not regulate Credit Cards, Will Writing and some forms of mortgage and Inheritance Tax Planning. By clicking on any of the external links within this website you will leave the regulatory site of Wessex Investment Management Ltd. Wessex Investment Management Ltd is not responsible for the accuracy of the information contained within the linked sites.

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