PROTECTING YOUR ASSETS

Who we are andwhat we do

Our approach and how it works

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What Partnership was established in 2011 to satisfy the

increasing demand from clients to be able to explore a

broader range of financial products and services.

By offering you an open and transparent opportunity to

discuss and assess your own needs, we are able to provide a

comprehensive approach to protecting and building you

and your family’s financial security.

FACT FINDING PRESENTATION IM

PLEMENTATI

ON

REV

IEW

Our approach starts with assessing your current

circumstances in order to formulate a plan with the end

in mind. With the correct use of Wills and Trusts and

associated services we can provide real peace of mind for

you and your family - now and for the future.

Discussing your family situation and relationships establishes

an understanding of what is important to you now and in

the future. Reviewing existing Wills and Trusts together

with levels of personal protection insurance are the key

and fundamental elements of our approach.

The here and now

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Of course protecting your assets and, more importantly,

yourself is vitally important to ensure that you are

adequately covered during your lifetime. We offer the

essential general insurance for your home and other hard

assets together with personal protection insurance such as

Life Cover, Critical Illness and Income Protection for

employed or self-employed business owners, all of which are

appropriate depending on your individual circumstances.

We all aspire to reach and enjoy a period of retirement

using our hard-earned accumulated assets, pensions and

investments to achieve this goal.

We can help you ensure that your pensions and investments

are capable of delivering those goals. By bringing

investments, pension benefits and any death-in-service

benefits within the protective arrangements of Wills and

Trusts you can ensure you and your family are

afforded the best protection.

Back to the future

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An appropriately written Will is for those people who want to fully protect themselves and their family’s future inheritance. It is for people who have worked hard to create wealth.

Without protection you run the risk of leaving your loved ones struggling to cope financially if you die, become ill or lose your livelihood. It’s that simple.

Having researched the market, we offer a range of property investments in the UK and abroad including commercial tourist projects;self-storage and parking solutions.

We provide a comprehensive range of professional services for your business including Keyperson Insurance, Asset Finance and workplace solutions such as Auto-Enrolment.

Our personal finance service brings together a panel of personal finance experts, that include traditional mortgages, buy-to-let, secured and unsecured loans and specialist bridging finance.

Our services What next?

Your local Partner can talk you through our approach in

more detail and how we begin to understand your potential

needs. Beyond that, you can discuss and decide which

services you feel are appropriate to help you in achieving

you and your family’s financial security –

now and for the future.

What Inherit

What Protect

What Property

What Business

What Money

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Huntington, York YO32 9GW, Registered in England no. 06964773. What Group Investments Ltd comprises What-Insure Ltd & What Group Ltd. What-Insure Ltd is authorised and regulated by the FCA No. 519275 and trades as What Insure, What Compare & What Protect. What Group Ltd operates in areas that are not regulated by FCA and trades as What Inherit, What Property & What Invest.

For further information visit

www.whatpartnership.co.uk

or contact your local What Partnership Consultant

01904 208 470enquiries@whatpartnership.co.ukwww.whatpartnership.co.ukPavilion 2000, Amy Johnson Way, York YO30 4XT