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
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.
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
40 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR
Regus Business Centre,
3rd Floor, The Senate,
Exeter EX1 1UG
4th Floor, Salt Quay House,
6 North East Quay,
Plymouth PL4 0HP