Protection

“I enjoy speaking with clients and ensuring their families are sufficiently protected for any unexpected outcomes life may throw at them.”
James Croft, Protection Adviser

By putting in place a protection policy you can provide yourself and your loved ones with financial security for the future should you fall ill or die. Life Insurance policies can also bring additional health benefits with them such as 24/7 access to medical experts. There are a variety of different types of products to suit your needs and we can help you understand which are the right ones and how these policies might link with your overall financial plans. If you would like to speak to James about protection plans, please complete the enquiry form.

We advise on:

  • Term Assurance
  • Family Income Benefit
  • Critical Illness
  • Whole of Life Assurance
  • Income Protection
  • Key Man Cover
  • Relevant Life

Protection Calculator

Contact us, if you need help determining the best type of policy required and
the amount you need to be covered for.

Protection Publications

Protection Fact Sheet
A leaflet to help you identify the most appropriate protection policies you should have in place for you and your family for when you die or if you become ill. It will cover what’s available, who should buy it and who benefits.

Read our clients stories

Sabena: Critical Illness

Sabena: Critical Illness

Sabena: Critical Illness When Sabena was diagnosed with cancer at age 47 her immediate thought was for her family and their financial future. Thankfully, because of her critical illness policy she had taken out with us, Sabena was able to make a claim and focus on...

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Tony: Income Protection Policy

Tony: Income Protection Policy

Tony: Income Protection Policy When Tony a self-employed plumber broke his leg after a car accident, he was left unable to work for 10 weeks whilst he recovered. Self-employed people do not receive statutory sick pay, but Tony had taken out an income protection policy...

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Lily and George: Joint Life Term Insurance

Lily and George: Joint Life Term Insurance

Lily and George: Joint Life Term Insurance When Lily and George took out a joint life term insurance policy with us, they did so to protect themselves and their young children Oscar and Isla for the future. Having a young family and an outstanding mortgage of £400,000...

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Enquiry form

When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

The form has been submitted

Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.