Protection

Protecting you, your family and your home

The first step in protection is usually to make sure yourself and your family are covered in the event of death or illness. Whether that is to protect against the costs of a mortgage or other financial responsibilities should you die or fall ill for a prolonged period of time, or you wish to invest in Private Medical Care. Protection is a broad ranging spectrum and we advise on every type of product within that spectrum including (but not limited to): Life Assurance, Critical/Serious Illness Cover, Income Protection, Buildings & Contents and many other protection policies.

Protecting your future

It may be that you have tax liabilities when you pass. Through our financial planning process, we will work out the liabilities you may or may not have taken from your estate after death and work out the most efficient way possible to mitigate these, with protection only being one option.

There is never any obligation for your to proceed with any policy recommended to you. Our advice process is aimed at providing you with the best product at a premium that is affordable to you and we do not charge a fee for discussing and arranging protection policies as well usually receive a commission from the chosen product provider.

Tax advice is not regulated by the Financial Conduct Authority and not all Estate Planning solutions are regulated by the Financial Conduct Authority.