Financial Planning

Protection, Life, Critical Illness and Income Protection

Life rarely runs absolutely smoothly and occasionally we may face situations that could be disastrous in terms of being able to meet our own or our family's future lifestyle goals.

Part of our planning allows us to consider how "disaster" situations may affect your ability to deliver your plans.  We routinely consider such catastrophes as; a severe market downturn, accident and illness which results in you being unable to earn and the death of a breadwinner or loved one.

Planning for such disasters is often overlooked and whilst it is always hoped that such situations will not arise, the effects on a family if they do can be devastating.  With appropriate planning it is possible to ensure at least the financial side need not be a concern in these circumstances.

We provide advice on Life Assurance, Critical Illness cover and Income Protection to protect both families and businesses from the unthinkable.

Money Management Financial Planner of the Year Awards 2010. Winner, investment companies planner. Runner-up, multi manager planner.