Insurance & Protection

From life insurance to income protection, we can ensure firm financial foundations are in place for you and your family.

No matter your reasons for seeking financial advice, your financial stability should be of the highest importance. As such, we advise on a range of personal protection options to help safeguard you, your family and your livelihood. This will help establish firm financial foundations, an important step before embarking on further financial ventures.

Our wealth of expertise places us in a position to advise you authoritatively and independently on what type of assurance will best suit your situation, a level of service you would not receive through any other means.

The value of working with us is particularly salient in less-than-straightforward circumstances, such as those caused by health issues or family arrangements. We can provide you guidance in these more complex areas in order to effectively safeguard your financial future. Find out more about Our Approach.

life insurance and income protection

Estate & Tax Guides and Downloads

Inheritance Tax Planning

Inheritance Tax in the UK may be one of life's unpleasant facts, but with planning and quality advice, we could help you pay less tax on your estate

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Guide to the Budget 2015

The key announcements that could influence your financial planning decisions in the year ahead.
Are your financial plans still on track following Budget 2015?

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