A backup plan for you, your loved ones, and your business
The strongest financial plans are built on the firmest foundations
Whether it is your life, health, loved ones or livelihood, the first step in effective financial planning is to protect what is most important. Wherever you are on your financial journey, we will create a backup plan that protects your standard of living, your family and your future.
We will help you understand and quantify your personal risks and the effects they might have on your future plans, your family and your business. We will then advise and recommend suitable approaches to help you be prepared for those risks, if and when they occur.
Financial protection for you and your financial liabilities
We advise on and arrange policies such as life cover, unemployment insurance, mortgage term assurance, income protection and family income benefit plans to take care of your family and your financial liabilities if you are no longer around or too sick to work.
Healthcare and medical cover
Should you fall ill or have an accident, plans such as private medical insurance and critical illness policies are there to help you. We advise on and arrange the plans to help you get the care and support you need to manage and overcome serious medical conditions.
Shareholder protection and key person insurance can maintain control over your business in the event something happens to your colleagues. We can advise your organisation on how to design and arrange these policies so you can focus on overcoming business challenges today, not worrying about tomorrow.
Protection Advice Summary
- Personal protection policies
- Private medical insurance
- Business protection plans
- Cover for financial liabilities