Daniel, a self-employed contractor working in association with a large company, suffered a mild stroke. He fortunately made a full recovery, but the experience prompted him to take stock and re-evaluate what was important to him in life.
Daniel wanted to ensure he had sufficient funds so he could spend more time at home, go on more holidays and enjoy a better work-life balance.
He received assistance following his stroke in the form of a pay-out from a Critical Illness Plan. In the years prior, he had taken out this plan in consultation with his Financial Adviser from Beacon Wealth Management.
If you need help formulating a plan to protect yourself and your family, our Chartered and Certified Financial Planners can assist you in setting up Critical Illness protection policies to meet your needs.
Please call our experts on 01480 869466 or email us at info@beaconwealth.co.uk for a free initial, no obligation chat.
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