Protection Planning

You may think that financial planning is all about investing your money into funds and anxiously watching the stock market, but planning to protect against loss of income, health or life is equally important.

Our advisors go through a process with all of our clients known as ‘fact finding’; this is where the advisor gets to know all about you and your financial circumstances. 

Through the process of fact finding it may become evident that you currently have a shortfall in protection provision and you do not have sufficient plans in place to protect you and your family’s income should you have to stop work through illness or, even worse, death.

Whether it is a critical illness or a life assurance policy that you require, our experience and professional advisors will always recommend an insurance policy that ensures you and your family are suitably protected from any adverse events in the future.

Whatever your situation, we can find a solution. 

To discuss your protection needs with one of our expert advisors, contact us today.

To discover more about specific types of protection products, view our Protection Explained page.

Thank you for so much yesterday. Firstly for focusing our minds on a number of points where action will make such a difference in the short term plus giving us a plan to take us forward, hopefully to eventual freedom!!

Secondly, we very much enjoyed a lovely lunch, thank you.

- Chris and Mary P, Private Client