Protect Your Future

Discussing the possible impact, both financially and otherwise, of death, critical illness or serious injury isn’t an enjoyable conversation, but it’s one you are likely to need. Our bespoke solutions cover life insurance and critical illness cover and can be an effective way of mitigating the impact should the worst happen.

Protection is the cornerstone of financial planning strategy

Insuring against the unthinkable will help you and your family protect what you have worked hard to build and, as importantly, what you’re building towards in the future.

Our financial consultants will work with you to understand what impact it would have should death or serious illness occur and create a bespoke solution for you. Providing protection in the various forms of life insurance, critical illness cover and income protection insurance is one of the fundamentals of our business.

Working with a panel of carefully selected providers we offer an extensive product range of personal insurance services including:

Life Cover – including Term Assurance and Whole of Life
Critical Illness
Income Protection
Employee Benefits

The above are just a selection of the solutions we offer. Please seek our advice so we can tailor a solution specifically for your needs.

Committed to your objectives

We do not believe in off-the-shelf solutions. We will prepare a bespoke recommendation that caters for your individual circumstances.

In addition to the cost which is, of course, important, your financial adviser will also take into account many other factors including comprehension of cover, claim statistics and trust requirements. It is the understanding of these additional factors that truly adds value and safeguards you and your family’s future.

Book an appointment

Our expert advice is free, simple and tailored to you. Why not book an appointment?

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I have always been impressed with how the team have handled my range of investments. They are very reliable and always give me sound and trustworthy advice based on my specific needs.

Daniel Law, Airline Pilot

Our Locations

Taunton (Head Office)

T. 01823 273 880

40 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR


T. 01454 629 610

130 Aztec, Park Avenue,
Aztec West,
Bristol BS32 4UB


T. 01242 569 853

Honeybourne Place,
Jessop Avenue,
Cheltenham GL50 3SH


T. 01392 345 544

Regus Business Centre,
3rd Floor, The Senate,
Southernhay Gardens,
Exeter EX1 1UG


T. 0208 042 0310

30 Lombard St,


T. 01752 746 848

4th Floor, Salt Quay House,
6 North East Quay,
Sutton Harbour,
Plymouth PL4 0HP


T. 0118 207 9319

1210 Arlington Business Park,
Reading RG7 4TY