Our in-house modelling software enables us to undertake dynamic financial forecasting and lifetime planning applications. The reality in life is that none of us know what tomorrow brings so we must incorporate this unknown factor into any financial forecasting we complete. Our “what if” scenario analysis is incredibly powerful allowing us to prepare risk assessments and put in place contingency arrangements as required.
Priya Wealth Management’s Bespoke Investment Portfolio Service offers tailored strategies crafted to align with your unique financial goals and risk tolerance. Our team provides access to diverse global opportunities and proactive risk management, delivering a customised approach designed to structure, grow, and protect your wealth.
How would your family be catered for in the event of your death?
A term protection policy designed to pay a lump-sum to the estate of the deceased in the event of death
If you are diagnosed with a serious or critical illness, your finances should be the last thing on your mind. A serious illness policy is designed to pay a lump-sum to the policy holder in the event of being diagnosed with a serious illness
Income protection helps you to maintain your lifestyle by giving you a monthly income if illness or injury prevents you from working for a period of time, so you can concentrate on getting better
A business insures its building, its machinery and stock. But often management and key personnel are the most important and valuable assets! There are solutions so see opposite!
Executive Pension Term Assurance provides a lump sum amount for the family of executive employees in the event of their death while in employment before they reach retirement
An Executive Income Protection policy is a policy that can be put in place, by the employer, to protect up to 75% of an employee’s income, should they be unable to work due to illness or injury
The company enters into a legal agreement with each of its shareholders individually to buy back shares from their personal representatives in the event of their death. The company takes out a life assurance plan on each shareholder, to provide funds to enable the company to fulfil its obligation under the legal agreement. In the event of the death of a shareholder, the proceeds of the life assurance plan are payable to the company and are used to buy back shares from the deceased’s next of kin.
Keyman insurance is a business-specific life insurance that can compensate a company for the financial loss and other consequences of the death of an important member of the business.
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