Our Awards

Awards

Alan Lakey, regularly writes for the national and specialist financial papers and has received numerous industry accolades.

 

2015 Winner Adviser of the Year Unbiased Protection
2014 Winner Protection Advisor of the Year Money Management
2014 Adviser of the Year Unbiased Protection
2013 IFA of the Year Unbiased Protection
2013 Individual Achievement Award Cover magazine
2013 Mortgage Planner of the Year Money Management
2013 Winner Protection Adviser of the Year Unbiased Media Adviser Awards
2012 Runner up Equity Release Planner of the Year Money Management
2012 Runner up Protection Planner of the Year Money Management
2012 Winner Individual Protection Adviser of the Year Protection Review
2011 Winner Protection IFA of the Year Financial Adviser
2011 Runner-up Protection Planner of the Year Money Management
2010 Winner Protection category Moneyfacts Good Advice Awards
2009 Runner up Protection category Moneyfacts Good Advice Awards
2008 Winner Critical Illness Intermediary of the Year Health Insurance magazine
2008 Winner Protection Planner of the Year Money Management magazine
2007 Runner up Equity Release Planner of the Year Money Management magazine
2006 Winner Mortgage Planner of the Year Money Management magazine
2005 Runner up Critical Illness Intermediary of the Year Health Insurance magazine
2004 Runner up Protection Planner of the Year Money Management magazine
2004 Winner Equity Release Planner of the Year Money Management magazine
2002 Winner Mortgage Planner of the Year Money Management magazine
2001 Runner up Mortgage Planner of the Year Money Management magazine
1997 Winner Mortgage Planner of the Year Money Management magazine

Alan Lakey at the Money Management Awards

 

Protection adviser - Alan Lakey and Clare Harrop

Protection adviser – Alan Lakey and Clare Harrop

Protection Awards 2012

Moneyfacts Awards 2010

mediaawards2014

Recent Posts

Protect your family

How many people actually know what financial state their family will be in if the breadwinner dies unexpectedly?

This is even more pertinent if there are dependent children.

What is not widely known is that an inexpensive insurance called a family protection plan can take this risk away.

This insurance could not be simpler. You select a time period, say 20 years, and if you die within this period the plan pays a tax-free income to the spouse/partner for the remainder of the term.

The example below illustrates this perfectly.

Mr & Mrs Lumpkin are aged 35 and 29 and both are non-smokers. They have two children ages 3 and 7. The Lumpkin’s want to ensure that if one of them dies then the survivor receives a worthwhile income until the youngest child is age 21 (and presumably no longer dependent).

They believe that £1,250 p.m. is adequate.

Mr Lumpkin can obtain such a plan for £9.55 p.m. whilst Mrs Lumpkin pays £7.66 because she is younger.

So, for a combined £17.21 they can provide each other and their family with the financial security we all desire.

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