Protecting your family
Thinking about how you and your family would manage in the event of a serious illness, injury, unemployment or death can be distressing. But it’s important to look into these delicate but vital issues to ensure that your family are properly protected.
If your family are reliant on your income, then life and protection insurance are not ‘nice to have’ but should be considered essential. In today’s busy, full-on life, we believe that there are few things more precious than your family’s quality of life, and it makes the best sense to protect this.
Whether you’re looking to life or protection insurance for the first time, or it’s been a while since you last reviewed the suitability of your existing protection, we’re here to guide and support you, helping you make the best decision for you and your family. You’re assured of a sensitive, discreet and knowledgeable service from us.
As part of the Openwork network of 2,500 advisers across the country, we can offer access to products from a limited number of insurers for life assurance, critical illness cover, income protection, buildings and contents insurance, and accident, sickness and unemployment insurance.
After having assessed your needs and understood your personal position, we advise and make a recommendation for you. You do not have to pay us for this service. You receive a quotation which tells you about any other fees relating to any particular insurance policy. For whole of life and term pure protection insurance (life and critical illness cover) we will receive a commission from the insurer.
Strategic financial planning – building a strategy and personalised flexible plan to help you achieve your financial goals
Investment and tax planning – developing an investment strategy to help you invest wisely and tax efficiently
Pensions and retirement planning – preparing for a worry-free future