Do I need life or critical illness cover in retirement?
Retirement is a good time to review your finances, including any life assurance and critical illness cover you have. The
Cara Lambert
Senior Wealth Planner
Wealth Planning
- Bishop's Stortford
Biography
I provide a wealth of technical knowledge and support to ensure the financial well-being of our clients and their families. I take a holistic view to financial advice and work with all areas of finances ranging from pensions to investments, life insurance and estate planning. I provide bespoke financial advice solutions to individual clients and their families, trustees and businesses. I am a Fellow of the PFS, which is the most prestigious level of qualification that can be attained by a financial adviser, and I hold Chartered Financial Planner status.
Expertise
Awards and accreditations
Further information
I have been working in financial services since 2009 and bring to Tees knowledge and experience in private wealth management.
Articles from Cara
Inheritance tax changes: what they mean for your pension
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT).
Pension death benefit nominations – why they matter
When you build up a money purchase pension, you’re not just planning for your own retirement, you’re also creating a
Income protection: Safeguarding your financial future
What happens if I can’t work because of illness? Many people assume it won’t happen to them. But the reality
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