Insurance and Financial Protection

Even though protection products can appear simple on the surface, setting up a plan correctly is extremely important. Rather than search the entire market for the 'cheapest' premium available, we will take all factors into consideration and ensure that your policy has the best terms available for your own circumstances and is set up in absolutely the right way.

When we undertake a protection review it is astonishing to us that many existing contracts are not set up under the appropriate trust. As part of the overall financial planning process we can advise clients on aspects of trust planning and can place most existing cover into the correct trust without having to take out a new policy.