Protection

You can protect your income should you be absent from work long-term due to illness or injury, or a lump sum can be provided if you suffer a major illness or disease to help alleviate the upheaval this may cause to your lifestyle. We can assist you in setting the level of cover and surveying the insurance company market to obtain competitive quotations.

Life assurance is often needed in relation to a mortgage, to protect your family until children leave home, or to meet a potential inheritance tax liability. Again, we can advise on the level of cover needed and research the insurance company market to obtain the best rates.

Despite the improvements in the National Health Service, private medical insurance is still seen as a valuable benefit. We work closely with a number of private healthcare providers and can advise on the type of cover appropriate for you.

Later in life, there may be the need for nursing home or residential care. We have the expertise to advise you on funding for this in advance or at the time it is needed.

Authorised and regulated by the Financial Services Authority for investment business.