Tom and Marie’s dogs were better protected than they were - so Kilsaran Financial Planning stepped in.
Have you ever had that niggling feeling you’re not protected if the worst was to happen? Tom and Marie put those worries to the back of their minds. Sorting out cover for their dogs was easy. But with a large mortgage and 2 children under 10, they knew they were only a payslip away from money trouble if the unexpected happened.
We’ve changed some names and identifying details to protect our client’s privacy.
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Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
The advice provided was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.