We see protection assurance as the bedrock of most financial planning situations – from the smallest life assurance policy to large-scale corporate protection. Protection arrangements are an integral part of business, estate and personal financial planning and it is therefore important that you are given sound advice. We aim to ensure that you are adequately protected and that the risks are accurately quantified.
As independent financial advisers we have access to the most competitive terms available. We have access to market leading rates and the technical knowledge to ensure policies are used in the most effective way and where appropriate in conjunction with trusts or commercial agreements.
We advise on a diverse range of protection products including:
- Life assurance
- Income Protection Insurance
- Critical Illness Cover
To find out more about any of our services, or to book your initial meeting, please get in touch.
Our focus is on client needs rather than on products, and it is important that the ‘chemistry’ is right between us and our clients so that we can establish a strong and long-lasting working relationship.
— Astrid Balodis
Please note: The Financial Conduct Authority does not regulate trusts.