SJP Health and wellbeing
We never know what’s around the corner – and a sudden physical or mental illness or injury can feel overwhelming. It can also affect your finances at a time when you already have more than enough to cope with.
If you’ve recently become unwell, our advisers can support you with practical, straightforward advice from diagnosis through to recovery, helping you feel more informed and in control.
“Working with a financial adviser gives you the reassurance of knowing that you’re doing your best for yourself and your loved ones. That kind of peace of mind can’t be measured, but is, for many, the most valuable aspect of all.”
Alexandra Loydon,Director of Advice Policy & Operations
Case study: the value of advice in difficult times
Being diagnosed with a critical illness can feel overwhelming. By looking after your practical financial issues, an adviser can take some pressure off.
One of our advisers helped Louise when her husband, Andy, was diagnosed with a terminal illness. Louise tells how the adviser expertly optimised Andy’s insurance, pension and investments, giving the couple and their two children space to share their last months together, knowing they’d be financially secure after Andy’s death.