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
APFS
Gary Nash
Chartered Financial Planner
BA(Hons) APFS
Jack Jennings
Independent Financial Adviser
BA(Hons) DipPFS
How Else Can We Help You?
Your Plan
Clarity around your financial challenges
Your Plan reflects the most common financial questions clients bring to us — from retirement readiness to managing complexity and planning for later life. By understanding your situation, we help connect your goals to the right advice with confidence.