Protect against the unexpected
Whatever happens, you’ll be ready.
None of us knows what challenges the future will bring.
Our role is not to predict the future, but to help you prepare for it.
How we can help
We can protect three things: life, health and income.
Our aim is to make sure you consider this aspect of your planning and have provisions in place to provide for most eventualities.
We’ll sit down with you to understand your lifestyle, your future plans and what protection you need to put in place.
Based on our discussion, we’ll suggest an affordable solution to your needs that will give you total peace of mind.
You never know what’s around the corner, so act now.
Case Study
Mr and Mrs K's protection planning journey
Insurance policies and protection products are routinely overlooked in our day-to-day lives. When used correctly, however, they can provide a great deal of security to families, individuals, and businesses.
At a regular review meeting, it became clear that due to changing circumstances, if Mrs K were to pass away then Mr K and their two young daughters would struggle to maintain their lifestyle. Their mortgage and bills would still be due each month, childcare costs would increase significantly, and the household income would have fallen by around £45,000 per annum. Mr K has little capacity to increase his workload, and indeed in that scenario would want to be able to spend more time with his family.
Together, we built a budget for likely ongoing costs during the years following the death of Mrs K, and arranged a policy that will pay a monthly income, just like a salary, to cover the difference between the costs and Mr K’s reduced income.
Mr and Mrs K were extremely thankful that, should the worst happen, they now have peace of mind the family is secure.
