Protection Planning - Saving For The Future


Protection planning is a crucial part of a client’s overall financial planning needs and can be the foundation of any good financial plan, especially for those with a young family or a mortgage. In line with all our advice and recommendation, we always look at a client’s individual circumstances and through our fact finding procedure and discussion with our clients we try to understand their priorities in order to provide various solutions to make sure they are suitable and meet their requirements. Our experienced advisers are able to provide advice on different types of protection including life cover, income protection, Private Medical Insurance, Critical Illness and Whole of Life policies for inheritance tax planning.

For our corporate clients, protection benefits are important in ensuring employees are protected in the event of long-term illness or death.

We can advise and arrange:

  • Critical illness cover
  • Group life insurance
  • Long term disability/income replacement
  • Key person insurance
  • Shareholder protection

For more impartial financial advice feel free to call us on 0161 441 1200 or click here to contact us via email