Protection Policies

protection for you and your family

Insurance should form an essential part of your financial planning and wealth management.  Whether it is taken out to protect your mortgage in the event of death or to cover a potential inheritance tax bill, life assurance provides protection for you and your family. You can protect yourself and your income by taking out additional cover to protect your standard of living in the event of unexpected events.  We can offer holistic financial planning services by offering a comprehensive range of policies, including the following:

In addition, we can also assist in ensuring any business interest is adequately protected. We can advise you on the most appropriate products in this regard, including the following: