Life Assurance Advice and Planning in Wakefield
At Olive Tree Wealth Management Ltd, we have 35 years' experience helping people with their financial security.
We advise on life assurance, house insurance, income protection insurance, life insurance and business protection advice in Wakefield and throughout West Yorkshire, including York, Harrogate, Pontefract, Knottingley, Normanton, and Castleford. With our help, you can protect your family and your assets.
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The Value of Life Cover
There are a number of reasons why you might consider taking out life insurance. Whether you’re buying a house, starting a family or simply want to take care of your loved ones when you leave, we can help you decide the best options for you.
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Do I need cover?
All parents or anyone with financial dependents should at least consider life cover. It provides essential financial protection for your family if you die and can prevent major financial hardship at an incredibly difficult time.
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It's all about securing the financial future of your family when you're no longer there to provide for them. One of the main ways to determine whether you need life insurance is to look at your financial obligations and how it would impact your family financially if you were no longer here.
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​Would your partner manage the mortgage payments, household bills, or childcare costs? Could your family maintain their lifestyle, afford university fees, or even cover the funeral expenses? These are the questions that life insurance aims to address, ensuring that financial struggles do not compound the emotional loss.
​Financial Planning Services
Life Assurance
We can help you protect your loved ones' future with life assurance. If something happens to you, your family will receive a lump sum payment. It can help pay the bills and give them financial security when they need it most.
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House Insurance
You've worked hard for your home. With our house insurance, you can protect it from unexpected events like fire or theft. It gives you peace of mind knowing your home is covered.
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Income Protection Insurance
If you're unable to work due to illness or injury, income protection insurance can provide a replacement income. It helps you and your family manage financial commitments during a difficult time.
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Business Protection
We advise on insurance solutions to protect your business and its key people. It can help with the financial impact of losing a key person, partner, or shareholder.
FAQ
Q: What are some steps businesses can take to protect their most valuable assets, such as their staff and shareholders?
A: Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.
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With that in mind we can help you take the right steps to protect your people and your business. After all, you already protect many of the important things that keep your business running smoothly, like property, fleets and stock. So you should also insure your most valuable assets: your staff and shareholders.
Q: What is life assurance?
A: Life assurance is a type of insurance that provides a lump sum payment to your family if something happens to you. It can help them with financial security during a difficult time.
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Q: What does house insurance cover?
A: House insurance can cover unexpected events like fire or theft, providing protection for your home and belongings.
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Q: What financial planning services advise on?
A: We advise on a range of financial planning services, including life assurance, house insurance, income protection insurance, and business protection. We can help protect you, your family, and your business.
"They reviewed my old work pension, and the whole thing was hassle-free."
- Tom via Yell
Worried about the future? Protect your loved ones with our guidance!
We understand the importance of securing your family's future. Don't leave them vulnerable - contact us today to discuss our life assurance options.
