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fMPA WELL-BEING: Looking after your family

Feature / Pareto Assets Protection

You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. Unforeseen life events and circumstances can potentially impact your finances in a number of ways.

Pareto can help you make sure you have the right level of financial protection in place for you and your family in the event that your regular income is impacted in some way i.e. through injury, illness or death. Our team of experts will work with you closely to understand your current financial position, addressing any potential shortcomings with robust solutions for whatever the future brings.

• Your dedicated Pareto adviser will get to know your financial and family circumstances.
• They will help you identify any potential shortcomings and explain solutions in a straightforward manner.
• The benefits of having support from an adviser mean your plans can be regularly reviewed for appropriateness and value, in line with any circumstance or lifestyle changes you may encounter.
• You can have confidence that as independent advisers we will scour the market for the most appropriate plans for you and your family. This means the most suitable plans and features to meet the unique needs of your family will be chosen.

Advice Areas

• Life Insurance
• Whole Life Insurance
• Critical Illness Cover
• Income Protection Insurance
• Private Medical Insurance