Nobody can predict the future. However by taking a little time to plan you can potentially protect yourself, your family, and your business against potential financial pitfalls.

Protecting yourself and your family

We aim to help you with those plans. Using our experience and knowledge we can guide you through the life assurance and protection choices. So while we can’t see into your future, we can help to bring you peace of mind.

Here are some of the ways you can potentially protect yourself and your family financially against incapacity or death:

The cost of protection policies varies greatly between insurers. Selecting the most competitive and appropriate could potentially save you thousands of pounds over the policy’s term.

With our product research facilities we can provide you with complete background and detail of all products. Using that information we aim to select a policy that is suitable for your needs.

Personal protection policies don’t just protect your family, they can also be structured to meet inheritance tax liability, as well as the needs of your business.

Types of protection policies

  • Life assurance
  • Critical illness assurance
  • Permanent health insurance
  • Key man assurance
  • Partnership assurance
  • Co-shareholder assurance
  • Mortgage payment protection

"His “no-bull” attitude sets him apart from his competitors and his ability to see opportunities and risk from my vantage point mean that I get value for his service."

Doug Ross - Director - Square Peg

"Simon has had my trust over many years by giving professional advice which is sound, understandable and sufficiently flexible to meet my needs. His hard work and dedication is exemplary."

Mr Jonathan Tunnell - Private Client