Want to speak to our
wealth management experts? Call:
0800 294 7199
or get in touch online.
We are open Mon-Fri, 9am-5pm.

Protection Planning

Planning to protect your wealth, and family, is a vital element of wealth management.

Providing all is going to plan, it can be immensely satisfying gradually building up assets and increasing your personal wealth. But as you know, and when you’re least expecting it, life will always deliver the occasional problem. That’s why we believe that the implementation of a robust wealth protection strategy is equally as important as a wealth creation strategy.

The benefits of protection planning:

  • It can provide you with peace of mind
  • Provides an income if you are unable to work due to an accident or illness
  • Protects your family financially if you were to die

Protection planning with Torquil Clark

  • Your consultant will make a full assessment of your protection needs and any provisions you may already have, along with their suitability with your current circumstances.
  • We will search the protection market for relevant solutions and advise you on the appropriate levels of cover and product mix, including life insurance, income protection and trust writing.
  • Your consultant will regularly review your protection needs and advise accordingly on any changes that need to be made.

Things to think about

Before you contact us, it is worth considering how you might answer the following questions:

  • How much would you need to cover your mortgage and any other liabilities if you were unable to work?
  • If you were to die or be terminally ill, how much would you like to leave to your family?

Wealth management services

As well as protection planning we also offer, investment, retirement and estate planning for a well-rounded financial plan.

Read our blog

The latest industry views and commentary from Torquil Clark's wealth management and employee benefits experts.

Want to speak to our
wealth management experts? Call:
0800 294 7199
or get in touch online.
We are open Mon-Fri, 9am-5pm.