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"...straightforward financial advice today, tomorrow and for your future..."

Protecting and Insuring

Protecting our dependents, our loved ones and ourselves is a fundamental part of life. Your income effectively funds everything that you hold dear.

Utilising the myriad protection options available to you means that if the worst does happen, your lifestyle won’t grind to a halt.

Key Considerations

  • Reviewing your needs regularly makes sure you pay the best possible price
  • Policy conditions are now so complex, you could be missing out on vital cover
  • Under insurance is an acute problem
  • Do you own your own business and have you made sure it can continue to provide income even if you cannot work
  • Do you know how you will pay your mortgage if you lose your job or cannot work due to long-term illness
  • Has you income and life protection kept pace with your income and needs

Our Key Skills

Building a portfolio that protects your income, health and lifestyle can be as complex as your investments. Let us not be under any illusion, without your income, everything else becomes fragile.

We understand that everyone is different and that over time your needs will continue to change. We offer a full portfolio of options to suit your budget and needs.

  • Life assurance
  • Critical or Severe Illness
  • Health or Income Protection
  • Private Medical Insurance
  • Business Protection, including Partnerships and Director/Shareholders
  • Unemployment and Illness Insurance