Protect Your Family

We are often asked ‘why do we need protection’? and the simple answer is legally you do not need any form of insurance to protect your mortgage, income or family as unlike car insurance it is not ‘Compulsory’!

However, if you have a family, a mortgage, are self-employed, care about yourself, face an inheritance tax bill or run a business, then you should consider the options open to you.

Understanding your actual needs and finding the right cover for your particular circumstances is something that we can help you understand and arrange for you

Of course, we also look to ensure that we utilise ‘Trusts’ as and when necessary as the use of an appropriate trust not only ensures that any cover arranged pays out to the ‘correct’ beneficiary but that it is paid out as quickly as possible

Some of the various forms of personal cover available are:

  • Decreasing term Assurance (used to protect mortgages and debts)
  • Life Assurance
  • Accident, Sickness and Unemployment Protection
  • Income Protection
  • Family Income Benefit Plans
  • Serious Illness Protection
  • Critical Illness Protection
  • Private Medical Provision
  • Whole of Life Provision
  • Gift Inter Vivos Cover

 

Regulatory Information: CBK Wales is a trading style of CBK Swansea Ltd which is an appointed representative of TenetConnect Services Ltd which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 150643.
CBK Swansea Ltd are registered in England and Wales under reference 05577803 Registered Office Address – Suite 3. Henley House. Queensway. Swansea West Industrial Estate. SA5 4DJ
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.