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Protection

Services

At Pathway Financial Management, we understand that planning for the unexpected can be daunting. Our goal is to provide you with peace of mind through comprehensive protection plans, ensuring that you and your loved ones are financially secure. We pride ourselves on delivering professional advice that is easy to understand, guiding you every step of the way. Here’s how we can help:

Mortgage Protection

Your home is your sanctuary, and we want to help you keep it that way. Mortgage protection insurance ensures that your mortgage repayments are covered in the event of your death, so your family can stay in their home without financial stress.

Life Insurance

Thinking about life insurance can be difficult, but it’s a crucial step in protecting your family’s future. Life insurance provides financial support to your loved ones after your death, covering expenses such as funeral costs, outstanding debts, and daily living expenses.

Income Protection

We know that your ability to earn an income is vital to your financial well-being. Income protection insurance replaces a portion of your income if you are unable to work due to illness or injury, ensuring that you can continue to meet your financial obligations and maintain your lifestyle during your recovery period.

Critical Illness

Facing a critical illness is challenging enough without the added worry of financial strain. Critical illness insurance provides a lump sum payment if you are diagnosed with a serious illness such as cancer, heart attack, or stroke. This financial support can help cover medical expenses, rehabilitation costs, and other living expenses during your recovery.

Inheritance Tax and Estate Planning

Planning for the future can be complex, but we’re here to help. Effective estate planning ensures that your assets are distributed according to your wishes and can help minimize inheritance tax liabilities. We provide expert advice on structuring your estate to protect your wealth for future generations.

Keyperson Protection

Your business relies on key individuals, and losing one can have a significant impact. Keyperson protection is vital for businesses to safeguard against the financial impact of losing a key employee. This insurance provides a financial cushion to help the business continue operations and cover the costs of finding and training a replacement.

At Pathway Financial Management, we are committed to providing you with professional, easy-to-understand financial advice. We aim to educate and guide you through each step, ensuring you make informed decisions. Take the next step towards financial security and book your no-obligation, free discovery call today. Let us guide you on your pathway to financial peace of mind.

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