Скачать или смотреть FINANCIAL PROTECTION Q&A | Fiducia Wealth Management

HD Consultants & Fiducia Wealth Management co-hosted an informal Q&A session dedicated to Financial Protection. Bringing together the expertise of two highly respected and independent advice firms, this informal Q&A clinic was an opportunity to receive expert and direct answers to your questions relating to complex issues of financial protection in all areas of your, and your family’s, life.

Questions you can expect to be answered:
1. As a company director, I wondered if there is a better way to pay for my life assurance?
2. Covid19 has made me think more about financial protection for my family. What are the options?
3. Is financial protection expensive and will it pay out?
4. What’s in it for me?
5. Couldn't my family just take over the mortgage?
6. Should I put my life insurance policy in trust?

Representing Fiducia Wealth Management – Michael MacLeod, Financial Adviser, DipPFS, Cert CII (MP & ER)

Michael is a financial adviser and a specialist in protection. He has amassed 13 years of experience in financial services ranging from retail banking to mortgages and, more recently, obtaining the diploma in regulated financial planning. His belief is that small changes can make a big difference. To this end, his community outreach involves delivering presentations to schools and seminars to firms and small businesses, with the wider mission to make financial planning and financial advice more accessible to all.

Representing HD Consultants – Austyn Johnson, Financial Consultant CeMap

Austyn came on board with H D Consultants in late 2018 and has since gone from strength to strength. His background is as an Aerospace Engineer, but in 2017, retrained as a Financial Adviser and now loves his work. Co-Founder of www.mortgagesforactors.com , Austyn is always looking to help people who struggle on the path to property and protection. His clients range from the elderly lady across the road, full time landlords with scores of houses to musicians and film actors.

If you would like to know more about how we as Financial Advisers can help you with Financial Protection then visit our website:

http://www.fiduciawealth.co.uk

or send us email at: [email protected]

The information contained in our website is for guidance only and does not constitute advice which should be sought before taking any action. The information is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. Accordingly, no responsibility can be assumed by Fiducia Wealth Management Limited, or any associated companies or persons, its officers or its employees, for any loss occurred in connection with the content hereof and any such action. Professional financial advice is recommended for every case.

Fiducia is an award-winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border. www.fiduciawealth.co.uk

Fiducia Wealth Management Ltd. Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD.

Fiducia Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority. FCA No. 408210