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Protection 2018-04-06T11:04:24+00:00

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

PROTECTION
RETIREMENT PLANNING
INVESTMENTS
ESTATE PLANNING & WEALTH TRANSFER
DAY-TO-DAY FINANCES & BUDGETING

Protection is a key building block of any financial plan. Without an emergency plan, if you or a member of your family dies or becomes seriously ill or disabled your ability to cope financially is significantly reduced.

We begin by evaluating your current plans. We take the time to advise you on matters relating to your protection needs and outline any gaps that exist. Finally, we identify the most appropriate and tax-efficient solutions for you and we continue to review and update them as your circumstances change.

We advise on personal and business protection

We can specifically advise you on:

  • Income Protection

  • Personal Life Cover

  • Mortgage Life & Illness Protection
  • Personal Serious Illness Protection
  • Shareholder & Director Protection
  • Partnership Protection
  • Key-person Protection
  • Inheritance Tax Planning
  • Private Health Cover

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

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