Wealth Management - Sureplan Insurance Consultants

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Wealth Management

As the number of potential investment options and regulations increase dramatically, the need for sound  and trusted financial advice has become even more critical. SurePlan has core specialist financial  planners, who are well-grounded, seasoned operators in their field. Backed by a full complement of support staff, they provide high-level financial advice across a broad  spectrum of areas.

With an old-fashioned approach to wealth management where the advisor is fully committed to the  needs of their client, coupled with a strong governance culture which is vital today, SurePlan is able to  provide the best advice, coupled with the best products, to their clients. How We Do It - The first step in the approach of our planners is to establish and understand the lifestyle and financial needs/goals of the client. After close consultation, they will document and implement a solution to agreed  needs, whether they be life, disability, dread disease, income protection assurance, a will or a  managed investment portfolio.

In the case of a business, it could be a pension or provident fund, key person assurance, contingent  liability or partnership cover. An important component of the service provided is lifetime financial planning.  This is a comprehensive process that is aimed at reliable attainment, over time, of personal wealth goals  and objectives – within the lifestyle clients have chosen both for themselves and future generations. Sureplans’ consultants assist the client in setting financial objectives for the short, medium and long term,  and then create a plan for achieving them – by way of wealth creation and preservation, income  replacement, and the management of cash flow and liabilities.

Another important area of service is succession planning. This is vital for enterprises driven by  entrepreneurs, who enjoy an income and lifestyle very much linked to the financial success of the business, which can be destroyed by early death or disability. Part of this succession plan is the  preserving of one’s legacy by making use of trusts.  SurePlan not only guards its independence fiercely but also maintains  relationships with many suppliers of financial products and services. Therefore, its planners are not incentivised to market any particular product or service.



 
 
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