How do I make sure my family is secure if I die or fall ill?

When Arcus advised my late parents, I was very grateful for the patience and sensitivity that was shown. In my own dealings with them, I always feel that I am in safe and competent hands.

The power of protection

If you were to fall ill or pass away unexpectedly, you don’t want your family to experience financial pain on top of the already difficult emotional pain. What you do now can have a tremendous impact on the future of your family.

To avoid money worries building up and reaching a point where you’re unable to do anything yourself, it’s smart to plan ahead and call on an independent financial adviser to seek advice.

How we can help

We protect the thing that matters most to you: your family. You want to ensure that you have an appropriate plan with a suitable level of cover, and the best way to do this is to call on us.

Our advisers will assess your situation and recommend the appropriate protection that suits your financial needs, and they will do this in the most cost-effective way. Being independent, we’re free to recommend the most suitable plans and providers for your specific needs.

  • Maintaining your lifestyle Should you become unable to work or pass away, you and your family can still be provided for, and any debts repaid.
  • Providing peace of mind Financial protection gives you the reassurance that your family will be financially secure, no matter what the future holds.
  • Access to expert specialists Our team is among the best at what they do, and that’s what you need in times like this. You can guarantee they’ll want what’s best for you.

The value of advice

Yes, we offer professional advice and take care of your worries, but our value goes beyond that.

We turn the complex into something simple and enable you to understand your finances. We deal with sensitive solutions with empathy and build a relationship formed of trust. Value might be hard to quantify, but we make it look easy.

More of life’s big questions

Our work encompasses all of life’s major events and we have specialist advisers on hand to navigate your worries.

Can I understand how much money I need to retire?

We know the retirement process like the back of our hands, so there’s no team better equipped to advise you.

Are my investments delivering what I need them to?

Delegate to someone who has experience in delivering what you need from your investments.

How do I make sure my family is secure if I die or fall ill?

Plan ahead to avoid money worries piling up and reaching a point where you’re unable to do anything yourself.

How can I get a mortgage to find my dream home?

Our team of independent mortgage advisers will put their heart and soul into finding the right mortgage for you.

Is equity release the right option for me?

Equity release is a big decision. So big, in fact, that you don’t want to make the decision alone.

How can I take money from my business tax-efficiently?

We’ll work together to achieve the best outcome because we care about you personally and your business.

What do I need to think about when it comes to selling my business?

We’ll be there through every twist and turn, from the first potential sale to telling your employees and beyond.

I’ve received an inheritance, how do I invest it?

Our advisers will go at your pace, advising you on where best to place this newfound money.

How can I minimise the amount of tax paid when I die?

We’ll plan ahead to ensure that more of your wealth goes to the people you choose, rather than the tax office.