Protecting your family

One of the most important aspects of financial planning is ensuring you’ve made provision for your family and any dependants in the event of a serious illness, injury or untimely death. 

When it comes to family protection you have a wide range of different products to choose from. Having advice you can trust to help navigate this complex marketplace gives you peace of mind, particularly given the potentially serious financial consequences for you and your family. 

Our approach

Bespoke

You’ll get a very personal service tailored to your precise needs and designed to help you make the right decisions to protect your family.  

Expert 

You’ll have direct access to our highly qualified team of experts who have the knowledge and expertise to stay on top of changes in the market.

Independent

We don’t provide our own financial products so you can be sure you’ll get independent, fee-based advice on the widest possible selection of protection products.

Holistic

Our joined-up approach means you’ll have access to specialist advice from senior staff across our diverse business. 

How we can help

• Choice: Advising on protection products such as life assurance, critical illness cover, long-term care and permanent health insurance.
• Risk profiling: Advising on the appropriate policy to cover your risk and meet your needs.
• Research: Researching the market for the most competitive terms.
• Administration: Taking care of setting up and administering your plan.

Our credentials

Longevity

We build long-term relationships and have been advising some families over many generations. 

Knowledge

Our team comprises qualified chartered financial planners, as well as chartered accountants, chartered tax advisers and affiliates of the Society of Trusts and Estates Practitioners.

Word of mouth

The majority of new clients come to us as a result of referrals from satisfied clients.