Insurance & Protection
Secure and protect your financial future
We believe that planning for the unexpected or unknown is paramount when creating a bespoke financial plan and the best starting point is to establish a strong foundation which complements your overall financial objectives.
Exposing the risks in your life, such as protecting your home, lifestyle, retirement plans, family or business is a key part of how we work. Depending on where you are in life, the liability and therefore need for protection fluctuates and as a result we continually review your situation.
In a rapidly evolving market, expert knowledge is essential when constructing a protection portfolio. We are constantly reviewing the most suitable options available for our clients and can offer expert advice based on a full review of your individual circumstances.
Whilst the majority of protection is centred around your individual circumstances, we also know how important it is to protect your business as loss of a partner, shareholder or key contributor to the business can have significant financial consequences.
Estate planning and trusts are not regulated by the Financial Conduct Authority
"I certainly feel that my finances are in a much better place than they were before and I was particularly grateful for his advice ensuring that I had the best possible insurance protection policies in place, which was especially reassuring given the current climate of significant uncertainty caused by the pandemic."