We can help clients in ensuring they have adequate arrangements to provide replacement income or capital should they be unable to work through sickness, accident, disability, or death. We have access to the entire market for researching and recommending suitable products for any client needs.

We can undertake a protection planning review to assess the current provision you have within any existing plans or, alternatively, through benefits you may have through your employment, as well as getting an understanding of your income and capital requirements, should you be unable to work through sickness, accident or on death.

The report will include recommendations for a package of protection designed to meet your needs for your consideration and may recommend taking no action, should your existing provision be sufficient for your needs.

We can then deal with the implementation of any new plans on your behalf, including liaising with the providers, to get your cover in place as soon as possible.

For details of the charges that would apply, please go to Our Charges.

Please contact us for more information or to arrange a free, no-obligation consultation with one of your advisors

I am interested in the following (required)
Retirement PlanningInvestment AdviceLater Life PlanningLong Term Care PlanningEquity ReleaseFinancial Protection

What kind of consultation/meeting would you prefer?
In personBy telephoneVia Zoom