How Financial Review Stockport Limited

How Financial Review Stockport Limited We are a family run business specialising in Protection & Estate Planning How? Financial Review (Stockport) Limited

08/06/2026

🍺 One pint a week. Or private medical cover.

A pint of Madri costs around £5.
One a week is roughly £20 per month.

Now compare that to Zurich Accelerate, which is £10.53 per month, added to life insurance starting from £5 per month:

* Up to £2 million of private medical treatment
* Worldwide cover
* Cancer, heart, neurological conditions & major organ transplants
* Diagnostic testing included
* Covers one adult and their children
* Flights and accommodation included
* Available up to age 70

Total monthly cost (example):
💷 £15.53

So when people say “private medical cover is expensive”,
it’s often not about cost — it’s about priorities.

One pint a week can buy peace of mind for your whole family.

Worth thinking about ?

04/06/2026

💡 Hidden Risk in Your Business You Might Be Ignoring

Positive directors’ loan accounts don’t get talked about enough—but they should.

I recently worked with a company where a director had put hundreds of thousands into the business. Sounds great, right? Here’s the catch…

If that director passed away, their family could legally demand that money back. Immediately.

🚨 That’s a huge, often unexpected financial hit for the business.

Many directors (and their partners) simply aren’t aware this risk exists—until it’s too late.

✅ The solution? Proper planning and the right insurance in place to protect your company from sudden, large repayments.

Don’t let a hidden liability put your business at risk. Start the conversation now.

02/06/2026

What happens to your business if one shareholder passes away?

Imagine a £250,000 company with two owners. One dies… and their shares go to a spouse or family member who may have no involvement (or interest) in the business.

Now the surviving shareholder is stuck:
❗ Sharing control with someone unfamiliar
❗ Struggling to raise funds to buy the shares
❗ Facing uncertainty at the worst possible time

It’s a situation many business owners never plan for.

The solution? Shareholder protection insurance.

✔ Provides funds to buy back shares
✔ Keeps control in the right hands
✔ Protects both the business and the family

Smart planning today prevents tough decisions tomorrow.

If you own a limited company, this is something you can’t afford to ignore.

29/05/2026

Did you know you can secure worldwide private medical cover for you and your children from just £15.53 per month?

✔ Up to £2 million in cover
✔ Cancer, heart conditions, neurological disorders & major organ transplants
✔ Flights and accommodation included if treatment is needed abroad

When facing a serious diagnosis, speed matters. This gives you access to private treatment without relying solely on NHS waiting times — providing real peace of mind when it counts most.

27/05/2026

41 years in financial services has taught me one thing:

Protection matters.

At How Financial Review, my mission is simple — help people protect their families, their businesses, and their income.

Life cover. Income protection. Serious illness cover.

They’re not always easy conversations to have… but they’re some of the most important.

Because when life changes unexpectedly, the right protection can change everything.

19/05/2026

𝗛𝗼𝘄 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗜𝗹𝗹𝗻𝗲𝘀𝘀 𝗖𝗼𝘃𝗲𝗿 𝗦𝗮𝘃𝗲𝗱 𝗠𝘆 𝗙𝗿𝗶𝗲𝗻𝗱'𝘀 𝗟𝗶𝗳𝗲 𝗔𝗳𝘁𝗲𝗿 𝗮 𝗛𝗲𝗮𝗿𝘁 𝗔𝘁𝘁𝗮𝗰𝗸

A hospital bed shouldn’t come with financial stress.

When Bob suffered a heart attack, everything stopped — except his income worries… because he didn’t have any.

His critical illness cover paid out, giving him something priceless: time to heal, breathe, and even plan a holiday — while others around him were stressing about getting back to work too soon.

Protection isn’t just about money. It’s about peace of mind when life hits hardest.

Would you be able to focus on recovery… or would money be on your mind?

15/05/2026

You know the posts.
“GoFundMe – cancer treatment.”
“Brain tumour. Please share.”
They’re everywhere. And they’re heartbreaking.
Here’s the uncomfortable truth 👇
Most of these fundraisers exist because private treatment costs run into the hundreds of thousands — and people didn’t know they could protect themselves for the price of a takeaway.
💥 Zurich Accelerate – private medical cover
🌍 Worldwide private medical treatment
💷 £2,000,000 of cover
🧠 Covers cancer, heart, neurological conditions & major organ transplants
✈️ Flights + accommodation included
👨👩👧 Covers adults AND children
🎂 Adults covered up to age 70
🧒 Children covered up to age 22
⚠️ Important to understand:
• This is treatment abroad, with leading global specialists — not private treatment in the UK
• This product cannot be bought on its own — it is not available as a standalone policy
💸 The cost?
£10.53 per month
Must be added to life or illness cover (minimum £5/month)
👉 Total: £15.53 per month
And another key point 👇
❌ You cannot buy this online
❌ You cannot buy it direct from Zurich
✅ It’s only available through an adviser — like me
£15.53 a month vs a GoFundMe when it’s already too late.
This isn’t about fear.
It’s about planning, choice, and protecting your family before life forces your hand.
If you want to understand whether this makes sense for you, let’s talk.

07/05/2026

𝗖𝗼𝗼𝗹 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀 𝗱𝗼 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗰𝗿𝘂𝗻𝗰𝗵 𝗻𝘂𝗺𝗯𝗲𝗿𝘀. 🚀

I love working with modern accountants who actually stay connected with their clients. When accountants help business owners truly understand their finances and introduce protection like life insurance and income protection they’re not just offering advice… they’re safeguarding the future of the business.

Smart numbers. Strong relationships. Real protection. 💼📊

Address

Alexander House Swineyard Lane Brook Farm Swineyard Lane
Knutsford
WA160SD

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

07971289686

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