Lisa Inkpen

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

I’m a financial adviser based in Coventry, offering financial planning across the West Midlands. My goal is to make advice accessible and put clients at the heart of everything I do. I work with individuals, families, business owners, and the self-employed, helping them achieve their goals through a personal, first-class service with the aim of maximising opportunities in a tax-efficient way.

I specialise in investing, pension planning (pre- and post-retirement), protection, inheritance tax, and succession planning. With my experience, I aim to instil confidence and peace of mind so clients can enjoy life without financial worry. As a former teacher, I have expertise in helping teachers, police officers, and NHS professionals navigate defined benefit pensions.

Outside of work, I’m a busy mum of two teenage daughters and enjoy outdoor exercise like running and walking.