Wealth Protection

There is no shortage of circumstances where you are well advised to have adequate protection in place, for example, going on holiday or insuring your home against damage or theft. But how can you decide what kinds of insurance should be a priority for you? Thinking about the following events may help you put your protection needs in perspective:

  • Stolen car
  • Burglary
  • Major illness, e.g. heart attack
  • Fire at home
  • Your family surviving without your income

Then ask yourself:

  • 'Which of the above have I insured against?'
  • 'Which of the above have I not insured against?'

You may wish to consider the following fact:

1 in 3 people will be diagnosed with cancer during their lifetime (Source: Cancer Research UK - August 2012)

Assessing the threats to your wealth and well-being is a key part of the financial plan that we will create for you. We help our clients focus on ensuring they have a solid foundation to their financial affairs to protect their wealth, eliminate any threats and ultimately help ensure you meet your overall financial objectives.

Working with carefully selected providers, we offer an extensive product range including:

  • Life Cover (including Term Assurance and Whole of Life)
  • Critical Illness
  • Income Protection
  • Employee Benefits
  • Private Medical Insurance