Protection Advice
Ensuring financial security for you, your family, and your business.
We provide expert advice to safeguard against unforeseen events and support future planning.
We advise on:
- Life assurance, income protection, and critical illness cover.
- Key person insurance for business continuity.
- Whole of life insurance and group schemes.
- Structuring policies to meet personal and family needs, including policies in Trust for IHT Planning
- Integrating protection solutions with broader financial plans.
Benefit to you
Security and clarity, knowing that unforeseen events are managed and mitigated responsibly.
Q: How do you ensure my family is financially protected?
We tailor life cover, critical illness, and income protection to your situation. For business owners, we also advise on key person and continuity insurance.
Meet our Protection Advisers
Kazue Drury
Chartered Financial Planner
Gary Nash
Chartered Financial Planner
Jack Jennings
Independent Financial Adviser
How Else Can We Help You?
YourPath
Tailored Planning at Key Life Moments
Financial priorities evolve. YourPath is our structured roadmap for transitions like retirement, inheritance, tax changes, and beyond. It connects your situation with the right strategies and services.