Protection
Looking after the people who depend on you.
We'll help you make sure your family, your income and your business are protected if life doesn't go to plan.
Who this is for
For anyone with people relying on them.
If your household or your business depends on your income, protection is the foundation the rest of the plan sits on.
What we do
We review what you already have, identify the gaps and recommend the right level of cover, whether that's life insurance, income protection, critical illness or cover for your business. We recommend from across the market, and we revisit it as your circumstances change.
How we work
The same five steps, whatever we're helping with.
So you always know where you are and what happens next.
01
Initial review
Starting with you.
02
Research
Weighing up your options.
03
Plan
A plan that joins everything together.
04
Implementation
We take care of the detail.
05
Ongoing
A plan that moves with your life.
Your adviser
Advisers who specialise in protection.
You'll have one lead adviser who knows you well, with the rest of the team behind them.
Questions
Common questions.
What kinds of cover do you advise on?
Life insurance, income protection, critical illness cover and protection for business owners, including key person and shareholder cover.
I already have cover through work. Is that enough?
Often it isn't, and it usually ends when the job does. We review what you have and tell you honestly whether there's a gap.
How much cover do I need?
Enough to keep your household or business running if your income stopped. We work it out from your commitments and your plan, not from a standard formula.
Will you review my existing policies?
Yes. Sometimes the right advice is to keep what you have.
Events
Meet us at an event.
Let's talk
Let's talk about what's next for you.
The first conversation is complimentary, with no obligation to proceed.
