Protecting the things that matter the most

There are events we can all face that have the potential to wreck lives and families.

It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. The same applies in business for a Co Director, Key person, Partner or Co Shareholder. It may not happen to you – we hope it doesn’t – but it might.

Before beginning to advise and recommend possible solutions, we need to understand your personal circumstances. We will do this by asking questions about your personal or business arrangements to establish precisely the situation as it stands, so as to clearly identify potentially difficult outcomes in the most testing of circumstances. We call this a fact-find.

Our services add value by helping you:

  • Review how best to use your existing provisions while recommending any suitable and necessary new solutions
  • Save money by ensuring you don’t pay too much to protect your assets
  • Place your insurance in the right name, ownership and trust, so that your beneficiaries do not pay too much tax when they inherit your estate.

Commission paid by the provider as per FCA rules.


Before we give you investment advice we first make sure we clearly understand your current financial situation, your goals, and how much risk you are willing to take with your money.

Only when we’ve done this can we recommend the right investment products so you can make an informed choice.

Protection Services Guide

We have a range of free resources for you to download. Please get in touch if you have any questions or would like to discuss in more detail.


Want to know more?

Get in touch to find out how our team can help.

Contact Us