Get in touch

Financial planning for you

Personal Protection

We all want to make sure our loved ones will be taken care of in the event of illness or death. Find out how we can help you protect your family.

How we can help with Personal Protection

No one likes to be reminded of their own mortality but most of us do want make sure our loved ones are taken care of should we become ill or die.

At Ardent, we can help you get the appropriate arrangements in place so that if the worst does happen, money is not one of the things your loved ones will need to worry about, which means that you won’t need to worry about it either.

Our protection planning experts can make sure your loved ones’ financial position is protected in the event of illness or death, ensuring mortgages or other debts are paid. We can also make sure that funds are available on death to cover any inheritance tax liabilities.

You can also talk to us about Estate Planning.

In a nutshell

  • Protect the financial position of the individual or family in the event of death or illness
  • Ensure mortgages or other debts are paid in the event of death or illness
  • Ensure that funds are available on death to cover inheritance tax liabilities

Team members specialising in Personal Protection

  • MG 7902 copy

    Michael Oglesby

    Director

    Specialisation:

    Later-Life Financial Planning

  • MG 7617 copy

    Mark Fisher

    Director

    Specialisation:

    Commercial Financial Planning

  • MG 2

    Nick Blake

    Mortgage Consultant

    Specialisation:

    Commercial Finance Consultant

  • ruth normaaan

    Ruth Norman

    Mortgage Consultant

    Specialisation:

    Mortgages and Family Protection