Protection and legacy planning
Safeguarding what matters most, for today and for generations to come.
Protection and legacy planning is about having greater peace of mind today and greater confidence in the future. We work with you to consider how best to protect your income and assets, prepare for life’s uncertainties and develop a considered strategy for passing on your wealth. Our aim is to help you put a financial plan in place that reflects your priorities, supports those who matter to you and considers the legacy you want to leave.
*The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning
What this includes
Income protection and family protection advice
Life insurance and critical illness cover
Estate and inheritance planning guidance
Support with wills, trusts, and beneficiary planning
Strategies to preserve and pass on wealth efficiently
A clear, personalised plan built around your values
Who it is For
Individuals and families who want financial security and certainty
Business owners looking to protect income and dependants
Those planning for the long-term wellbeing of loved ones
Anyone wanting confidence that their legacy is thoughtfully arranged
This is about continuity, reassurance, and long-term partnership.
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Onix Wealth is a trading name of Onyx Synergy Limited which is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
Onyx Synergy Limited is registered in England and Wales, company number 12219635. Registered address: Thorneloe House, 25 Barbourne Road, Worcester, Worcestershire, WR1 1RU
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances
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