Personal & Family Protection
Retirement Planning
Investment & Savings Planning
Business Protection
Personal & Family Protection
1. Family Protection
Protect what you value most your family. Could your family survive financially if you died suddenly or were diagnosed with a serious illness and could no longer earn?
If you are unsure of the answers, then an independent review and plan can help.
2. Protect your Income.
Could you still pay your bills if you had no income. 1 in every six workers are likely to suffer an illness or disability which will keep them out of work for 6 months or more.
3. Inheritance planning.
With Inheritance tax increasing significantly during recent budgets, the need to plan has become more important.
Contact us for advice.