For Family

"Life is like a box of chocolates!" - You know the rest! Marriage, mortgage, children, school fees, university fees, weddings, redundancy, care home, who can tell!?

Many of our clients are parents like you, and we find they ask us…

  • Are we making the best use of our money?
  • Is there any way we can reduce our outgoings?
  • Are we missing out on any tax allowances?
  • Are we saving enough to provide for the future (school fees, university, holidays, etc…)?
  • Are we taking the right amount of risk with our money?
  • Do we have enough family protection in case one of us loses their job, is ill, dies?
  • Have we provided for each other, the children and appointed guardians in our will?


Whilst none of us know what the future holds, with proper family planning you can make sure that you are prepared for the downs and enjoy the ups!

So how can we help?

(Click any of the expanding links below)

Keeping your costs down
Saving for the bigger things in life
Using your tax allowances
Protecting your family
Inheritance & Guardian Planning

To sign up to your Ablestoke financial planning service (see plans ), and below are some of the areas we can help you plan for your family….

For Family

Financial planning

For Protection

Buildings and Content Insurance
Income protection
Life assurance
Long-term care insurance
Redundancy cover

For Savings

OEICs (Open-Ended Investment Companies – pronounced ‘oiks’)
School fees planning

For Retirement

Estate planning
Inheritance planning

For Mortgages

Mortgage Advice
Mortgage payment protection insurance (MPPI)

For Corporate Financial Planning

Key Person Protection
Shareholder Protection


Pension Schemes

Personal pension
Retirement planning
Stakeholder plans

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