Personal and family protection

Our unique combination of financial and legal services…

Personal and family protection may not always be an automatic priority.

However, the enormous impact that a sudden death or serious illness can have on a family should not be easily dismissed.

While such events are unpredictable and largely beyond our control, having the right financial protection in place at such a time of crisis is of paramount importance. It ensures that the family can financially function with one less burden to worry about, and as time passes, allows their longer term hopes and dreams to be realised.

The biggest financial impact on a family’s lifestyle is when such an event occurs to a key earner who either becomes unable to work or worse still, passes on. Knowing that the family’s financial needs will be catered for in such circumstances with appropriate lifestyle protection brings with it a fundamental peace of mind that Progeny engenders for the family, by helping to preserve family wealth and intergenerational wealth.

If you would like to speak to our team of Chartered financial planners to discuss your personal and family protection, please do get in touch.

This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.