Life insurance, income and other financial protection assessment

Whether one is single and flying solo financially, or responsible for others, protection from the financial effects of death, ill health, and long-term or severe disability should be a consideration.

We can help you understand your liabilities and quantify them and put in place suitable protection in the form of strategies and ultimately life, critical illness and income protection insurance.

As we get older, the need for protection usually changes as we accumulate more in our pensions and long-term investments and savings. For these clients, the focus is more on long-term care in old age.

We can help you plan through these various stages and make sure that you have affordable and effective strategies – including where necessary, insurance – in place to provide you and your loved ones with financial security and peace of mind, should the worst happen.

We offer a fully supported and assisted life insurance application process. This includes helping you with the application, either online or by telephone, as well as guiding you through the medical underwriting of your protection policy and making sure the whole experience is as stress free as possible.