Creating financial certainty for you, your family and your business.

Wealth Protection

A life changing event such as redundancy, illness or a death within the family or business are all events we will face and these can have a major detrimental effect on capital wealth.

Our wealth protection service provides planning advice for a potential financial upheaval. This helps avoid “What if?” scenario and allows you to enjoy the family life you deserve.

Trust Planning - this can be imperative to ensure proceeds are distributed in line with your wishes, in the most tax efficient manner. We will discuss the potential options available and structure these according to your own family or business situation.

Specialist Cover - should you have been declined cover in the past we can access specialist providers who may be able to offer a solution readily available in the retail marketplace.