We can create a custom made solution for you recognizing that all of our clients are unique
Event Planning
As we go through life, there are always unexpected outcomes and surprises but importantly, there are many events that we anticipate or wish to happen. Having the finances in place to realise these ambitions is absolutely essential and the sooner you start to plan, the more confident you will be that the needs and ambitions of you and your family will be realised.
Setting your goals and taking action now will help you to ensure that you meet these goals. The longer you delay, the less likely it is that you will achieve the outcomes you and your family need and deserve.
At unity Financial Partners, we can help you to create a clear plan to meet these goals and ambitions. Good Event Planning is normally a combination of Regular Investment and Insurance because unless you can immediately invest a lump sum large enough to cover you and your family’s future financial needs then you will need to make sure that you can continue to Save and Invest over a number of years. If your income stops suddenly because of unemployment, a serious illness or even death then your family’s needs and ambitions will likely go unrealised.
Put us to the test and contact us today
To find out how we can help you to set out a clear and focussed strategy to plan for the life events that you and your family aspire to, please contact us today, entirely without obligation.
You may find it helpful to complete our Online Savings and Investment Quote which you can go to by clicking on the link at the bottom of this page. This is designed to give you some quick feedback and an indication of how making a start today can provide you and your family with the finances you need when you need them.
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1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
more than the surrender value paid by the bank or insurance company who sold you the policy.
Perhaps you need access to cash or would like to look at more suitable investment options.
How does this affect me?
How good advice can reduce or remove this.
