Howard Worth - Financial Advisers
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Wealth protection

At Howard Worth Financial Services in Nantwich, Northwich and throughout Cheshire, we recognise that you want to protect your wealth and financial position, both against unexpected challenges and in circumstances over which you have more control.

Risk is a part of life and we are all potentially vulnerable to accidents or ill health that could have a serious impact on our financial security. So as part of your wealth protection arrangements, it makes sense to protect yourself and those close to you against the financial impact of the most serious risks that you face.

We can review your existing arrangements and help you decide on the right level of insurance and appropriate types of cover, including life assurance, critical illness cover and income protection, to help you meet mortgage repayments and other financial commitments if you suffer an accident, sickness or unemployment or are unable to work.

As life expectancy increases, so does the number of people who may require long-term care as they grow older. Being clear on all the options for funding long-term care – for loved ones or ourselves – is a wise financial planning step for the future.

At Howard Worth Financial Services, we recognise that long-term care arrangements involve one of the largest financial commitments you are ever likely to make. With this in mind, professional advice can help you to identify the best way forward. We’ll use our specialist knowledge and expertise to explore funding options, including annuities, equity release, trusts and investments.

By reducing your tax liabilities, trusts are also a flexible wealth protection tool. Whether created during your lifetime or by your will, a trust allows you to give away assets to chosen beneficiaries in a tax-efficient and controlled way.

For more information, or to arrange a free, no obligation, initial meeting with Howard Worth Financial Services in Nantwich, Northwich and throughout Cheshire, please contact us.

*Howard Worth Independent Financial Management is a trading name of Howard Worth. Howard Worth is authorised and regulated by the Financial Conduct Authority.
Quick Enquiry

If you need more information on how Howard Worth accountants and financial advisers in Nantwich, Northwich and throughout Cheshire can help you, please Click here to email us.

 
 
 
   
 
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