Protection Matters

It’s not easy to think about how you would secure your family’s future if you were no longer around or able to provide, but having an effective protection planning strategy in place prepares for every possibility.

Why work with us?  

Our Qualified, Independent Advisers will work with you to provide an unbiased recommendation.Thanks to our impartiality, we can compare all insurance providers from high street names like Legal and General and Aviva to lesser-known friendly societies such as The Exeter and British Friendly.

Our Advisers will build a bespoke recommendation with you, after discussing the types of protection available, the difference in the quality and features of the products, agreeing your priorities and the amount you want to commit to funding the premiums. Everything is tailored to your specific requirements.

You will always be provided with written information on any suitable products recommended or those you have asked us for. We operate transparently and will tell you about any commission we’re likely to receive, or advise you of alternative ways to pay for our advice. If anything changes we will always notify you in writing.

It’s not easy to think about how you would secure your family’s future if you were no longer around or able to provide, but having an effective protection planning strategy with the appropriate protection insurance in place prepares for every possibility.

We understand that peace of mind for the future is essential. You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. But unforeseen life events and circumstances can potentially impact your finances in a number of ways.

We can help safeguard your wealth today and for future generations and organise it to support your needs and goals through the right protection insurance.

Life is full of uncertainties, and while we insure cars, houses and even holiday arrangements when it comes to ourselves and our family, often insurance is overlooked and undervalued. The truth is that we can get too ill to work or tragically die too soon, how would your loved ones cope?

The charity campaign 7 Families aims to raise public awareness of the financial impact of long term illness or disability and their video introduces you to 7 families and their personal situations. You can find out more about 7 Families by visiting their website and facebook page.

Our advisers will use their expertise and independence to ensure that they recommend the correct product for your individual requirements.

You may also want to read our Guide to Protection Planning.

Do you have the right protection insurance in place?

There are many things to consider when looking to protect you and your family – premature death, inheritance tax, illness and loss of income to name but a few. These events need to be considered in an effective protection planning strategy. To review your situation, please contact us – we look forward to hearing from you.

If you stop paying premiums your cover will cease

Protection policies are subject to underwriting. The provider may exclude certain circumstances or increase your premium as a result of this process

You may find that the cover provided is less than you need if it is not reviewed regularly

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