Personal Risk Management

For many of our clients their most valuable asset is their intellectual capital and their ability to generate a return through their profession or business. Beechwood Partners believe that a key part of managing an individual’s overall financial affairs is to properly ensure that the risk of financial loss in situations such as ill health or death are mitigated against. We assist our clients in identifying and selecting the appropriate financial products to ensure the financial loss occurring as a result of such events are minimised (e.g. Life Assurance, Income Protection, Critical Illness Cover).