Personal

Our Service

Having spent time with our clients to understand their current circumstances, we can underatke a review of any existing protection contracts, asses their suitability and using market leading technology with old fashioned know how, we can present our recommendations on the following:

  • Life cover
  • Critical Illness cover
  • Income Protection
  • Family protection
  • Use of Trusts

Protection

As part of our service, we can research and recommend the most appropriate protection contracts, to ensure that the right amount of funds, go to the right person at the right time. Important factors we consider:

  • Plan terms & flexibility
  • Cost
  • Underwriting
  • Claims history
  • Supplementary benefits