We assist clients with the identification of their protection needs, an analysis of existing life assurance cover and specific recommendations to design a suitable and cost effective protection solution.
As independent financial advisers we can then review the entire market place to identify the most competitive products.
Effective planning for family financial protection is about much more than simply selecting the cheapest products. It is important to first of all consider your protection requirements and the structure of any necessary financial protection, including the need for trust arrangements to ensure the money is paid to the right people at the right time.
Call us on 01768 840000 or e-mail firstname.lastname@example.org to request further information or arrange an initial meeting. This first meeting is at our expense and without obligation. We look forward to hearing from you.