FINANCIAL PROTECTION - Sky Wealth Management

Financial Protection

Financial Protection

Nobody knows what is around the corner and although we always hope for the best, it makes sense to plan for the worst. Protecting your family and yourself from unforeseen circumstances is essential now and in the years ahead. We can provide a bespoke protection plan to suit your needs considering various forms of tax liability that can be triggered, all essential to any wealth management solution so you can relax knowing that your loved ones are cared for.

Life insurance can offer valuable cover and peace of mind, but there are many costly pitfalls. We show you how to ensure you pick the right policy. The potential areas to think about are many and diverse so we advise on an extensive range of products to develop the right strategy for you. Some of the areas that we provide solutions for are:

Critical & Terminal illness
Unexpected or sudden death
Ill Health or disability
Mortgage or Debt loans
Family Protection

SIMPLY PLANNING FOR YOUR FUTURE

At Sky Wealth Management, we firmly believe that having a financial plan empowers you to feel confident and secure about your financial future.

What our clients say

Rob has acted as our financial advisor for several years now, and we are both very glad that this is the case. He has reviewed, advised and organised our investments, our wills, our insurance, and regular savings for our grandson.

We are extremely pleased with the results Rob has achieved in each of these areas and know that his knowledge and attention to detail has ended with us getting a great outcome!

I no longer spend my time and energy fretting about financial matters as I know Rob has it in hand. The bonus is that Rob has achieved this without any “hard sell”, “blinding with science” or “flavour of the month” tactics. He’s as straight as a die, solid as a rock, and has the skill of knowing the level, to pitch to his customers.

Rob has helped us manage our finances for more than 15 years now.

We have always found him to be friendly, personable and he always makes us feel relaxed.

In our meetings he has shown that he is at the forefront of changes in financial markets, tax initiatives, and potential savings which are not only beneficial but in keeping with our portfolio.

He has listened carefully to us and understands our preferences. He explains clearly the options open to us and we have utmost confidence in his advice.

Sky Wealth Management is authorised and regulated by the Financial Conduct Authority FRN 978184.

Registered office: Glan Yr Afon Isaf, Brynberian, Nr Crymych, Pembrokeshire, Wales, SA41 3TG.

Registered in England & Wales as a Private Limited Company 11649598