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It's time to put your financial future first...

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    Protecting you and your family

    If you are considering taking out a form of life protection, we’ll talk you through the number of different protections available and together find the one that will meet your individual needs.

    How we’ll work together

    Financial matters are always so unique to every individual, so we like to initially meet in person so we can get to know you. We’ll discuss your current financial situation (reviewing any existing policies you may have) along with your aims and ambitions.

    Following our meeting you’ll receive a report detailing everything we’ve discussed, including our recommendations. Once we’ve agreed on a course of action, we’ll implement the plan by preparing any applications forms and meeting with to complete them.

    We act on an independent basis so will approach all providers to find the most competitive premium for you, ensuring that the product specifications meet your requirements. We will advise on the use of Trusts where necessary.

    Protecting you and your family - How WE can help

    To book a meeting with one of our wealth experts, call 01782 279615 or use our online booking form

    Book a meeting

    “I wanted to tailor how my pension pot could be managed to not only meet my retirement plans but also protect my pension for my wife and family.”

    Paul Brough

    Read their story