From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you. I have worked with Mike of Newark Wealth Financial Planning for a few years now and have found him to provide me with a professional service which is personal enough to allow individual tailoring of advice.
The small team are in regular contact with me and are very customer focussed. My wife and I have been very happy with the services provided by Newark Wealth Financial Planning. In all meetings with Mike we have found him to be very professional, charming and able to deal with any requests relating to our finances. The financial field has many aspects to it and Mike and his team are able to deal with all of these.
Over the years we have had some changes of plan in our financial requests, but these never seem to "wrong foot" Mike. Heather, the office manager, is also very efficient and responds quickly with any requests we have had.
The small team are in regular contact with me and are very customer focussed. My wife and I have been very happy with the services provided by Newark Wealth Financial Planning. In all meetings with Mike we have found him to be very professional, charming and able to deal with any requests relating to our finances. The financial field has many aspects to it and Mike and his team are able to deal with all of these.
Over the years we have had some changes of plan in our financial requests, but these never seem to "wrong foot" Mike. Heather, the office manager, is also very efficient and responds quickly with any requests we have had.
Services
We will provide you with the clarity and understanding you desire and that gives you the reassurance that all your important financial issues are being fully taken care of by a team you trust.
We think it's a really important part of our job to remind our clients of that and to ask those big questions.
In other words, what sort of life are you living now and what sort of life do you want to live in the future?
This is what we do, we help our clients get and KEEP the life they want - without fear of ever running out of money or reaching end of life with too much!
We think it's a really important part of our job to remind our clients of that and to ask those big questions.
In other words, what sort of life are you living now and what sort of life do you want to live in the future?
This is what we do, we help our clients get and KEEP the life they want - without fear of ever running out of money or reaching end of life with too much!
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option.
There are events we can all face that have the potential to wreck lives and families.
It's a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill.
It may not happen to you - we hope it doesn't - but it might.
While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.
This money can be the difference between keeping and losing your home, and maintaining your family's lifestyle.
It's a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill.
It may not happen to you - we hope it doesn't - but it might.
While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.
This money can be the difference between keeping and losing your home, and maintaining your family's lifestyle.
This is cover that pays out on death.
Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months.
It can pay out as a lump sum, or as income for the remainder of the policy term.
Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
The amount of cover can remain the same or increase / decrease annually.
Level term assurance stays the same throughout.
Decreasing cover is sometimes used to cover a reducing debt, such as a repayment mortgage and usually assumes a given interest rate.
Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months.
It can pay out as a lump sum, or as income for the remainder of the policy term.
Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
The amount of cover can remain the same or increase / decrease annually.
Level term assurance stays the same throughout.
Decreasing cover is sometimes used to cover a reducing debt, such as a repayment mortgage and usually assumes a given interest rate.
This provides income where you are ill or injured, and as a result your income through employment or your normal route stops.
If Houseperson's cover is included, then it will pay out upon illness or injury, irrespective of any income stopping.
Cover lasts for either a set term in whole years, or to a given age (typically your state retirement age).
The amount you pay is called the premium.
It can either be guaranteed not to change, or it can be reviewable.
Reviewable cover normally changes based on the claims experience of the life assurance company.
If Houseperson's cover is included, then it will pay out upon illness or injury, irrespective of any income stopping.
Cover lasts for either a set term in whole years, or to a given age (typically your state retirement age).
The amount you pay is called the premium.
It can either be guaranteed not to change, or it can be reviewable.
Reviewable cover normally changes based on the claims experience of the life assurance company.
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