Helping you make the best
investment decisions

We start from the belief that effective financial planning is far more complex than simply arranging individual products.

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Life, Health and Income Protection

The foundation to financial planning is to ensure that you and your loved ones are protected should the worst happen whether this is severe illness or death. We offer advice on a range of different products to protect against the unexpected.

Most of us consider protection when we have a young family, but this is not always enough.

Protection is not only for your personal needs it also extends to protecting your business whether you run a limited company or are a sole trader. We assess the importance of individuals on the business and tailor a protection package that is sufficient and affordable.

By example, one client was very pleased to have both medical insurance and income protection when they were diagnosed with cancer.

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The medical cover allowed them to choose their place of treatment and influence their treatment and the income protection provided peace of mind that they would continue to be able to meet their monthly expenditure. Another client found critical illness cover to be a fantastic support following cancer diagnosis.