Income Protection Client Stories

An archive of our personal protection case studies, providing an overview of the types of client we help and the quality of advice that we offer.

Other Recent Articles

Case Study: Protection for Sole Trader

Meet Chris and his wife Sam, Chris is the main breadwinner. They have recently bought a house and taken out a mortgage together and what to protect their home...  

Case Study: Protection for Employed Person

Tim has recently changed jobs and his new company is only providing two months sick pay. He has a new born child and is worried he does not have...  

Case Study: Protection for Company Directors

A case study about John the IT contractor. He has recently left a large international firm to set up his own company and needs to replace his employee...  
Compare Top 10 UK Insurers
  Takes approx. 60 seconds
Need help? 
Call us on 
Our Services
A summary of the core services we provide for our clients, if you need some assistance then please do not hesitate to call us on 02084327333 or email

Pensions Advice

Whether you're currently saving for retirement, about to retire or already in retirement, our expert pension advisers can help you maximise your retirement assets.

income drawdown

Investment Advice

Whatever your financial goals, we'll find the ideal combination of investments for your needs whilst maintaining an appropriate level of risk for you

investment funds
on/offshore bonds

Tax Advice

Whatever your circumstances, our advisers are able to advise on how best to optimise your tax position to help reduce the impact of taxation on your hard-earned savings.

inheritance tax
capital gains tax
various other tax relief

Insurance Advice

Enjoy the peace of mind that comes from knowing you've protected what's most important in life. Our specialist insurance advisers are on hand to help

life insurance
income protection
critical illness