Our Services

Please find below a list of the services we provide and a brief introduction to each financial product area. We would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

Life Assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

It can provide the reassurance of financial protection for you, your family, and your business associates.

A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies. The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.

Please be aware that this type of assurance is based on an assessment of the health of the applicant.

THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

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Business Protection Planning

Put simply, business protection helps to protect your business should a director, partner, member or key employee suffer a critical illness or die. Having this financial protection in place is vital in allowing businesses to recover quickly and minimise the impact should the worst happen.

Any business, large or small, is likely to face the unexpected at sometime. But you can reduce the risk by planning ahead. Whether it’s a partnership, limited liability partnership (LLP), a sole trader or a limited company, we’ll take you through what you need to know when advising you about the importance of having adequate business protection in place.

We are highly experienced in advising businesses on the most suitable protection insurance packages that genuinely reflect their needs.

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Call us today on

07764 607601

and we'll be pleased to help you.

Capital Financial Planning Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB

T: 07764 607601
E: dellis@capitalfp.co.uk

Capital Financial Planning Limited is an appointed representative of Quilter Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority

Registered office address: Senator House, 85 Queen Victoria Street, London, England, EC4V 4AB

Registered in England and Wales under reference 04086026

The guidance and /or information contained within this website is subject to UK regulatory regime and is therefore targeted at clients based in the UK.

Approver Quilter Financial Services Ltd 16/05/2022.