Protecting your family’s finances against the unexpected. Insuring yourself, or your family may not seem like an immediate priority, but the impact of a sudden death or serious illness can be devastating.

Whilst these events are largely unpredictable and beyond our control, having the right financial protection and insurance in place is just so important as it ensures the family can financially function with one less thing to worry about.

The most common reasons for setting up protection is to provide for your family if you develop a serious illness or die, maintain your current lifestyle if you become unable to work because of an accident or illness or cover a future inheritance tax bill without having to sell the family home.

We’ll take the time to understand more about you and your financial and family circumstances so we can see where you could be exposed or where you have shortfalls. Once we understand this, we will help set up the appropriate protection, so that you have you the peace of mind that you and your family are protected, whatever the future brings.

My experience with Magus has been very, very good. The big difference is the fact that they are not just IFAs, they are Financial Planners

David Beckman, Magus client since 2014

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The value of investments can fall as well as rise. You may get back less than you originally invested.

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