Protection

Our highly experienced team of advisers would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

Life Assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

It can provide the reassurance of financial protection for you, your family and your business associates.

A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies. The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.

Please be aware that this type of assurance is based on an assessment of the health of the applicant.
 

General Insurance

This is an area of financial planning that is often overlooked but it is important for your peace of mind.

It enables you to minimise the effects of unexpected and often unwelcome future events and helps you to organise your personal and business life with greater confidence.
 

Income Protection

Income protection does what it says, if you get sick or injured and can't work, then you still get paid part of your monthly income. It's tax-free and helps you protect your immediate finances while you recover.

Critical illness

Critical illness cover pays you a tax-free cash lump sum if you are diagnosed as having one of the illnesses specified in the policy such as a heart attack, stroke or cancer and many more.

This payment can help with care costs, medical bills, or even travelling abroad for treatment and is often combined with life insurance for extra peace of mind.
 

Relevant Life

Relevant Life Insurance plans allow an employer to provide an extremely valuable added benefit to an employee (including Directors). This policy usually works out much cheaper than a typical life policy – if put in place correctly, there can be tax advantages and a potential saving of over 50%, no NI contributions on premiums or benefits, corporation tax relief and no benefit in kind or tax implications.

Call us today on

01359 305065

or complete our short enquiry form
and we'll be pleased to help you.

Jubilee Finance, 12 Bury Street, Stowmarket, Suffolk, IP14 1HA

Registered Address: Dovedale, Thwaite Road, Thorndon, Eye, Suffolk IP23 7JJ.  Registered in England & Wales 07401124.

Jubilee Finance is a trading name of Belham Ltd, which is authorised and regulated by the Financial Conduct Authority.

Belham Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 913172.