Personal Protection Brochure
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
PERSONAL<br />
PROTECTION<br />
C U S T O M E R P R O P O S I T I O N
determine your exact need for cover based on an analysis<br />
We<br />
your full circumstances. Why pay for something you don't<br />
of<br />
balance the need for cover against other critical elements<br />
We<br />
as debt repayment, contingency planning and<br />
such<br />
review existing scheme entitlements, nominations, Wills,<br />
We<br />
Power of Attorneys and trusts.<br />
Lasting<br />
fixed tariff ensures you know the cost from the outset and<br />
Our<br />
value for money.<br />
receive<br />
ongoing service which includes annual reviews to<br />
Optional<br />
any changes in personal and financial circumstances,<br />
address<br />
Who is this service for?<br />
Anyone who wishes to ensure they have suitable financial<br />
protection in place for their dependents in the event of death or<br />
incapacity and anyone who has concerns regarding the potential<br />
effect of inheritance tax on beneficiaries to their estate.<br />
Why choose Leabold?<br />
need?<br />
affordability.<br />
You pay for the advice, not the transaction.<br />
and a unique bereavement support service.
can be made directly or<br />
Payment<br />
commission if a product is<br />
via<br />
you elect to pay via commission<br />
If<br />
excess we receive from the<br />
any<br />
provider is offset against<br />
product<br />
review costs if an ongoing<br />
future<br />
Bereavement Support Service<br />
How would your loved ones manage if the worst were to<br />
happen to you? When a family member passes away it can be<br />
difficult to consider practical matters. However, urgent action is<br />
necessary to prevent delays, overpayments, and possible fees.<br />
Leabold offers support with:<br />
Registering the death<br />
Obtaining the death certificate<br />
Arranging the funeral<br />
Locating the Will<br />
Notifying Government departments<br />
Notifying insurance, pension, and investment product<br />
providers<br />
Notifying banks / building societies<br />
Distributing the estate<br />
Bereavement counselling<br />
Our Fees<br />
recommended.<br />
service is taken up.
Contact us<br />
Financial Management Limited,<br />
Leabold<br />
in England and Wales. Company<br />
registered<br />
wholly owned subsidiary of Leabold Financial<br />
A<br />
Holdings Limited, registered in<br />
Management<br />
and Wales, Company Registration No.<br />
England<br />
8296996.<br />
and Regulated by the Financial<br />
Authorised<br />
Authority.<br />
Conduct<br />
749991<br />
01443<br />
info@leabold.co.uk<br />
www.leabold.co.uk<br />
Registration No. 05173817.
Change language