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PROTECTING WHAT’S IMPORTANT

Be prepared for life's unexpected surprises

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Trusted advice to protect what’s important to you

Life is full of surprises and there are many times when you think ‘what if?’ None of us want to think about the worst that could happen. You want to be reassured that you have done everything possible to take care of your loved ones and protect what’s important to you.

How we can help you

We offer expert protection advice in Nottingham, London and Kenilworth. We can help you plan for the future and protect what’s most important to you. Risk management is a key area in our financial planning process as the unknown is almost certainly going to occur, we just don’t know when and in what form. We will review what you’ve already got in place and will help you decide what type of life insurance, critical illness and income protection is appropriate for your circumstances and has the best chance of being there when you need it most.

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Understand the level of cover required to achieve peace of mind

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We will explain the range of solutions available for life assurance, critical illness and income protection and help you determine what level of cover is appropriate for your circumstances.

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Ensure your cover is there when you need it most

Protection policies, particularly Critical Illness, can be very complicated so we offer a specialist service to ensure you have the policy that is right for you and has the best chance of being there when you need it most.

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Protect your business if the unexpected happens

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If you own a business, we will help you ensure it is protected so it can continue to run successfully should the unexpected happen. Key person insurance, shareholder protection or partnership protection can provide funds in the case of death or critical illness.

Live the life you want

See what our clients say about how we have helped them.

What’s your next step?

We offer all prospective clients an initial discovery meeting with one of our financial advisers at our expense, to see if we can be of help to you.

Book your meeting, to protect what’s most precious to you today.

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  • "Ever since I commenced my career I've had the comfort of knowing Paul who ensured I had the proper level of life and health protection. He has also assisted me with my changing mortgage, savings and retirement planning needs. Paul's advice throughout the years has put me in a strong financial position today."

  • "10 out of ten, excellent service from start to finish and more like a friend than client , many thanks"