Protection Planning
Protection Planning will give you the peace of mind that if the worst should happen, you could still provide for yourself and your family. It is at the core of financial planning and is essential for financial resilience in the event of major health events or death.
We have years of experience crafting robust plans to deal with any eventuality, whether that’s insurance to repay your mortgage or specialist business insurance to protect against key person risk or the death of a shareholder.
Protection planning usually starts with reviewing several areas and their relevance to your life and current circumstances. We can then help you to assess your individual situation and requirements, before devising a plan to ensure you have all the protection you need.
Working with carefully selected providers, we offer an extensive product range including:
- Life Cover (including Term Assurance and Whole of Life)
- Critical Illness
- Income Protection
- Employee Benefits
- Private Medical Insurance
The Client Journey
Starting with identifying your goals and objectives, we’ll work with you to create and implement a bespoke plan.
