Lamb & Associates Independent Financial Planning Ltd

01661 860438           enquiries@lambandassociates.co.uk

Unit 1 Meadowfield Court, Ponteland, Newcastle-upon-Tyne NE20 9SD

Lamb and Associates Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 782092. Financial Services Register number 624597.

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Protecting your family & finances
 

Once family come along and our pot is growing we need to consider how best to protect that pot and the family. Lamb and Associates can help you to do this through:

 

  • Tax planning

    • Efficiencies

    • Allowances

  • Rainy day or contingency planning

    • Term assurance

    • Critical illness insurance

    • Income protection insurance

    • Whole of life insurance

  • Financial considerations during divorce

    • Pension reports & reinvestment

    • Mortgage and re-mortgages

  • Succession planning for your business

  • Long term care planning

 

Make an appointment with us to explore this further.

 

(NB. Your home may be repossessed if you do not keep up repyments on your mortgage.)