Insurance & protection

Building your protection portfolio is a fundamental part of your financial planning.

Exposing the risks in your life, such as protecting your home, lifestyle, retirement plans and your family is a key part of how we work with you.

In a rapidly evolving market expert knowledge is essential when constructing a protection portfolio. We are constantly reviewing the most suitable options available for our clients and can offer expert advice based on a full review of your individual circumstances.  We have experience of protecting assets through the use of trusts and a whole range of financial instruments. We work with you to ensure your risks are continually mitigated.

Estate planning and trusts are not regulated by the FCA.