Protection Planning

Renowned For Distinction

Planning for the worse is never a nice thought, but we have personal experience of proving that taking sound financial advice can be a godsend at a time of need.

Providing peace of mind for yourself or your family can give some financial security if the worst happens.

Term Assurance

We can assist you with your personal retirement planning, and also with pensions for you children or grandchildren. A full pension review can take many factors into account, including cashflow planning, receipt of state pension, reduced working hours, clearing liabilities, retiring early or later than originally planned.
Income Protection
Critical Illness

Critical Illness covers certain serious illnesses such as cancer, heart attack, blindness, total and permanent disability. It is usually available as an addition to all term assurance plans but can be bought on a stand alone basis. Our advisers will be able to explain how this cover works and whether this is something you would benefit from.
Business Protection

The auto-enrolment process is highly complex. Firms will need to implement a scheme by a particular date, called their “staging date”.

We work alongside you to ensure that you can meet the requirements of The Pensions Regulator within your business. We’ve got the expertise to make sure your business is fully compliant and we have the experience in-house to manage any size of scheme.