Be OrganisedManage all your financial products in one placeSecure Your Future Easily identify any financial gaps and plan accordinglyHave Peace Of MindExpert advice to help you make informed decisions
Life insurance provides a lump sum payment should you pass away.
You can opt for level or decreasing cover which protects your loved ones
financially, enabling them to pay off your mortgage or any other debts should the worst happen.Life Insurance Quotes
Health Insurance
Private Health Insurance provides you with access to private health facilities throughout the UK.
It is designed to ensure you are diagnosed quickly and receive the best possible treatment so you can make the speediest recovery.Health Insurance Quotes
Personal Pensions
Get expert personal pension advice to help you stay on course for the retirement you deserve.
From helping you consolidate your existing pensions to organising an annuity or pension
drawdown we ensure you make informed financial decisions.Pension Advice
Personal Investments
We help our clients keep their investments organised.
We help set-up and manage your ISA, GIA, VCT or EIS arrangements.
We ensure you are making the most of your tax allowances and have portfolios which are performing effectively.Investment Advice
We are work proud industry leaders
We work with all the leading investment and insurance companies and placed over £1
billion worth of risk with insurers for our clients last year.
We're a team of award winners
We won Protection Intermediary of the Year at the Cover Excellence Awards
and were Highly Commended by Moneyfacts and Protection Review.
We're the experts in the media...
We are frequently quoted in leading papers such as Financial Times, The Telegraph,
The Independent building our reputation in the media as financial experts...
Those who tend to benefit the most from protecting their earnings include the
Self Employed and
Contractors,
those without sick pay or savings as well as individuals in higher risk occupations.
Most commonly people consider life insurance for a mortgage or to protect their family.
Other uses include covering funeral expenses or an inheritance tax liability.
Critical illness cover provides a lump sum payment should you suffer a critical illness
such as heart attack, cancer or stroke. Most policies cover over 40 critical illnesses, all of which are defined within the insurer's terms.
Private Health Insurance provides you with access
to private health facilities throughout the UK. It is designed to ensure you are diagnosed quickly and receive
the best possible treatment so you can make the speediest recovery.
We provide our financial planning services to business owners and individuals throughout the UK whether that be
face to face at our London or
Brighton offices or remotely via video conferencing.
The world of pensions can all get very confusing. We help our clients stay on the straight and narrow from
helping them
consolidate their existing pensions
to organising their annuity or drawdown needs in their
retirement.
Inheritance tax comes with its own complexities which can often be navigated quite easily with the right
expertise and enough foresight. Try our Inheritance Tax Calculator
to see if you have a liability you should be considering.
Company health insurance
ensures your employees are able to make a speedy recovery by receiving prompt medical treatment at private
health facilities when they need it most.
Death in service insurance
provides a financial lifeline in the form of a lump sum payment to your employees' loved ones should they
pass away whilst in employment with your organisation.
Company sick pay insurance
provides your employees with a percentage of their monthly income should they suffer long term illness to
help meet their ongoing financial commitments while they are unable to work.
Group Critical Illness Cover
provides your employees with a multiple of their salary as a tax free cash lump sum should they suffer a serious
illness such as cancer, heart attack or stroke.
Key person insurance provides a cash
lump sum to ensure business continuity should a key individual pass away or suffer a critical illness such as
cancer, heart attack or stroke.
Shareholder insurance
protects a business owner's investment in their company and pays a lump sum to their beneficiaries whilst
ensuring the remaining shareholders can keep control of their business.
Business loan protection
provides a cash lump sum to repay an outstanding company loan to ensure business continuity should a key
person or shareholder of the business pass away or suffer a critical illness.
Relevant Life Insurance is an
individual Life Insurance policy designed to replicate Death in Service for a single employee where there are
not enough members to warrant a group life insurance scheme.