Protecting ourselves from the bad stuff
None of us like to think about the ‘what ifs’ but it is better to plan ahead than create financial hardship for our partners, families or businesses. With good planning, the right insurance can help relieve the financial burden.
How will we help?
We will take the time to learn about your situation and the people that are important to you. Thought will also be given to the financial effects on your family or business if you were to fall ill, become incapacitated or die – all unpleasant stuff but it needs thinking about.
Next, we will help you work out what type of insurance is best for your circumstances and find the most competitive cover from the whole market – whether that’s life assurance, relevant life cover, critical illness cover, keyperson or income protection. We can help build the peace of mind that you are covered for any event.
In many instances, arranging insurance in conjunction with a trust can help avoid tax and increase the amount received by your loved ones. We can usually provide a trust wording and advice without additional cost.
Our independent, unbiased status gives you the assurance that we can find you the most appropriate solution and obtain the best possible terms.