Many of our clients operate their own businesses and can have quite complex family and financial arrangements. It is therefore imperative that any form of life assurance arrangements reflect your individual needs and wishes. In reality, many people we meet initially are unaware that they can protect their family’s current financial position through various forms of life cover. In many cases, these can be funded through their businesses, making it even more tax-efficient.

We advise private clients and business owners on the most appropriate way to arrange the various forms of life assurance, such as:

Family or Personal Protection
Serious Illness Cover
Income Protection
Family Trust Funds
Private Medical Care
Business Protection (including shareholder and key person cover)

To discuss your personal or business protection needs with one of our Senior Advisers, please contact us to arrange an appointment: