Financial Protection
Financial security is the key cornerstone of any wealth accumulation or financial planning strategy and it applies with equal force to families and businesses. We can help you identify and quantify vulnerabilities in your financial well-being and put forward practical and cost effective solutions.
Financial Protection Services
Life Insurance
A wide range of product types are available and we are well placed to sift through these to meet the your current and future financial protection needs.
Critical Illness & Earnings Replacement
Insurances such as critical illness and earnings protection can go a long way to removing the financial stress of such unfortunate events.
Inheritance Tax
A key planning tool now is to maximise the use of pensions to cascade wealth down the generations to children, grandchildren and beyond.
Business Protection
Life insurance has a core role to play in providing financial protection for private companies, partnerships and the sole trader.