Life Event Planning

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No one knows what the future holds. So it's wise to plan ways of lessening the impact of the events we don't like thinking about.

That's where a financial plan comes in by providing a framework for your protection, savings and investment objectives.

Establishing Your Financial Plan

Your financial plan with LEBC will include 'what if' scenarios that help you prepare for events - good and bad - that may have a large financial impact on you or your family, such as paying for a wedding or losing a breadwinner.

Once your financial plan is established we can help you decide how much Life Assurance, Income Replacement insurance and Critical Illness insurance you should have to safeguard you and your dependants. We can also help you find affordable private healthcare that reduces the burden that ill health can bring.

Dealing with Major Life Events

We have experience in dealing with a range of life events, such as:

  • University fees
  • Planning for a sabbatical
  • Bereavement
  • Health setbacks

Whilst these events can be unnerving you can rely on your adviser to take care of you during these turbulent times and make sure that you and your finances emerge on the other side.

Planned Life Events

Not all life events are unexpected and so can be prepared for more thoroughly, such as:

  • Helping the next generation
  • Engagements
  • Family Weddings
  • Purchasing Property
  • Private Education

By talking to LEBC you can ensure your financial plan is up to date and caters to all your needs.

Complementary Services

Create your tomorrow today. Learn more about the wide range of services available from LEBC.

Create your tomorrow

It was a difficult time both practically and emotionally. However, my adviser was empathetic, kind, and with great patience helped me through the complexities of financial planning.

Private Client

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