I am absolutely thrilled to share a significant milestone for AFPS (Affordable Financial Planning Services).
I have recently consolidated my working relationship with Toby Wheeler and the wonderful team at Custom Mortgages and Finance under the Connect Network. Following a comprehensive refresh of all my training, I am officially returning to a space I know incredibly well: providing expert Financial Protection Advice alongside my core Wills and Lasting Powers of Attorney (LPA) services.
While many of you know me for my estate planning work, I actually have over 25 years of experience in the financial protection sector. It feels fantastic to be back at it, working right alongside Toby, Claire, and Lee to support both their mortgage clients and my own estate planning clients.
Together, we’re making sure families are fully wrapped in a safety net.
This expansion means I can now design completely bespoke protection strategies, including:
- Life Cover
- Critical Illness Insurance
- Income Protection
- Health Insurance / Private Medical Cover (A brand-new addition to
our offering!)
I’ve jokingly said to the team that I might have to temporarily rename the business to *Affordable Financial Protection Services*!
But joking aside, the logic is identical to writing a Will. A Will and a Life Insurance policy are there to protect your loved ones *after* you have passed away. But what about protecting yourself and your lifestyle *right now*?
Income protection and health cover ensure that if life takes an unexpected turn, your mortgage is paid, your bills are covered, and you have fast access to healthcare. It’s about securing your peace of mind today, not just tomorrow.
I am genuinely so excited to be delivering this comprehensive advice again and to be part of such a fantastic collaborative network.
Are your family’s current protection policies up to date? Or perhaps you’ve got the mortgage and the Will sorted, but nothing in place to protect your monthly earnings?
Let’s look at the bigger picture together. Comment below or drop me a direct message to book a catch-up. I’m really looking forward to connecting with you soon!
