Protection planning

OUR PROTECTION PLANNING SERVICE GIVES YOU THE PEACE OF MIND THAT COMES FROM KNOWING YOUR FAMILY WILL BE PROPERLY PROTECTED IF THE WORST HAPPENS.

DRAWING ON OUR WEALTH OF EXPERTISE IN THE DIFFERENT AREAS COVERED BY THIS IMPORTANT SERVICE, WE’LL PROVIDE ALL THE INFORMATION AND ADVICE YOU NEED FOR CHOOSING THE RIGHT PRODUCTS FROM THE ENTIRE MARKETPLACE, NOT JUST A LIMITED SELECTION.

Although we do offer this service on either a fee-paying or commission basis, typically the costs to you are lower when a fee-based payment is chosen. That’s because we then pay any commission owed to us, directly into your plan.

AREAS COVERED UNDER OUR PROTECTION PLANNING SERVICE INCLUDE:

LIFE COVER

THE FINANCIAL SERVICES MARKET IS FULL OF PRODUCTS DESIGNED TO PAY OUT WHEN YOU DIE, BUT THERE’S A WORLD OF DIFFERENCE BETWEEN THEM.

Knowing that your family will be taken care of is extremely important, so it’s also vital that you know what products are available and which ones will best suit your income, lifestyle and priorities. Areas we will help protect include:

  • Mortgage Protection
  • Family Protection

We will also consider your tax position to ensure our recommendations are the most tax efficient solution for you.

Critical Illness

As the name suggests, Critical Illness Cover is a type of insurance that pays out if you’re diagnosed with any one of a wide range of serious illnesses including blindness, cancer, heart attack, coma, kidney failure, stroke or deafness.

LONG-TERM ABSENCE

Our expert advisers can help you find and implement the right policy to protect you and your family in case you’re unable to work.

DEBT INSURANCE

We’ll help you to effectively insure your debts in order to safeguard your family from them in the event of your death.

Information sheet

Call us today

01642 765957

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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