We will evaluate your protection insurance needs and incorporate them into your plan.

We will evaluate your overall insurance needs and incorporate solutions into your plan.

Having the right type and a sufficient level of insurance cover is a key building block of the financial plan we will develop for you. Without an emergency plan in place, your ability to cope financially could be significantly undermined, if you, a member of your family or business partner were to die, becomes seriously ill or disabled.

We will evaluate your existing insurance cover, take the time to outline our findings and if there are gaps in your cover, we will identify and implement the most appropriate and tax-efficient solutions for you. Finally, as circumstances change, we will work with you to review and implement the updates that are needed.

We advise on Personal and Business Insurance

We can specifically advise you on:

  • Personal & Company Income Protection

  • Personal Life & Serious Illness Cover

  • Mortgage Life & Illness Cover

  • Co-Director / Shareholders Cover

  • Key-person Cover

  • Partnership Cover

  • Group Death in Service Cover

  • Inheritance Tax Planning Section 72 Cover

  • Private Health Cover

Due to the importance we place on your protection and insurance needs we will evaluate, recommend and help you implement a level of cover that is appropriate for your needs.