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Insurance and Asset Protection

Insurance and Asset Protection

When creating a robust financial plan it is crucial that in addition to making sound investment decisions, you protect against the unexpected. To that end we offer a comprehensive range of personal and business related insurance and protection policies.

We will review your existing policies through your place of employment, or private policies, to ensure they are relevant and suited to your specific situation or change in circumstances.

Our team advise on:
  • Life Assurance

  • Critical Illness Cover (CIC)

  • Income Protection

  • Private medical insurance (PMI)

  • Accident, Sickness & Unemployment cover (ASU)

  • Mortgage Payment Protection Insurance (MPPI)

  • Long Term Care Insurance

  • Estate Planning Insurance

  • Keyperson cover

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