Family Protection

Family Protection

Family Protection Financial Planning

Your family’s financial security is one of the most important things you can plan for. At JPB Financial Planning, we provide independent family protection financial planning to help safeguard your loved ones against life’s uncertainties.

From life insurance to income protection, our tailored advice ensures your family is protected when it matters most.

Why Family Protection Matters

Life is unpredictable. Without the right protection in place, your family could face financial difficulty if the unexpected happens. Thoughtful family protection planning can:

  • Provide financial stability in the event of death, illness, or injury
  • Cover outstanding debts like mortgages and loans
  • Secure you children’s future
  • Reduce financial stress during difficult times

Proper protection gives you and your loved one’s peace of mind, knowing there is always a safety net in place.

Our Family Protection Services

We offer a comprehensive range of protection solutions, including:

Life Insurance

A tax-free lump sum to support your family if you receive a terminal prognosis or pass away.

Family Income Benefit

Provides regular income to your family rather than a lump sum.

Critical Illness Cover

Financial support if you’re diagnosed with a serious illness.

Mortgage Protection

Ensures mortgage repayments are covered if the unexpected happens.

Income Protection

Replaces a portion of your income if you’re unable to work due to illness or injury.

Our independent status means we search the whole market to find the right cover for your needs and budget.

Matt Burrows

Why Choose JPB Financial Planning?

Independent Advice

We work across the market to find the right protection policy for your family.

Tailored Solutions

Your needs are unique, we build a personalised protection plan around you.

Experienced Advisers

Our team has deep expertise in designing effective, affordable protection strategies.

Clear, Simple Guidance

We cut through jargon and make family protection planning easy to understand.

Protect What Matters Most

Your family’s future deserves careful planning today. Contact JPB Financial Planning for independent advice on how to protect what matters most.

Book Your Consultation

Chartered Financial Planners

JPB Financial Planning Ltd became a firm of Chartered Financial Planners in 2020, awarded by the Chartered Insurance Institute (CII). We have made the Royal Charter central to our approach, upholding the highest standards of professionalism.

Our commitment to continuous development and expert financial advice is why clients trust us to guide their financial future.

Reviews

What our clients say

  • Excellent independent financial advisors

    “Excellent independent financial advisors who also make a fine cup of tea! Youth and energy abound but that is tempered with cautious and sound advice that we have total faith in. Avoid the corporate ‘big boys’ and let a small and individual firm get to work with your assets. In particular they have a very transparent fees structure and are most certainly worlds away from St James Place.”

  • a wealth of experience from all areas of financial planning

    “JPB are a small team who are passionate about what they do. Understanding the needs of clients – ensuring investments are safeguarded for growth and future needs. A friendly group, willing to listen, discuss and offer advice without any pressures. Having been with them from the start and with Phil previously, I have no hesitation in recommending them should you be seeking financial planning advice. Easy to talk to and with a wealth of experience from all areas of financial planning, offering clear independent advice tailored around a clients own circumstances.”

  • A first class service

    “A first class service given by the very knowledgeable and helpful Phil and his team.

    Our queries are answered quickly and our twice yearly meetings go through our investments and projections thoroughly and any changes required are put in hand straight away.

    Very happy clients.”