Protection & planning
under one roof.
All coordinated through one trusted adviser who speaks plain English.
Secure your legacy
Estate Planning
Wills, trusts, and Lasting Powers of Attorney crafted to reflect your wishes and protect your loved ones. We also offer a Will review service to ensure your existing Will still meets your goals.
- Bespoke Will drafting
- Lasting Powers of Attorney (LPA)
- Will review service
Protect your enterprise
Business Insurance
From key person cover to shareholder protection, we help business owners safeguard their operations, people, and assets against unforeseen events.
- Key person insurance
- Shareholder and partnership protection
- Relevant life policies
- Business loan protection
Protect your family's future
Life Insurance
Ensure your family's security if you were no longer here. We compare the market to find the right level of cover for your circumstances.
- Level and decreasing term assurance
- Whole of life cover
- Joint and single life policies
- Mortgage protection
Keep your finances stable
Income Protection
Your income is your most valuable asset. If illness or injury stopped you working, income protection pays a regular benefit so your lifestyle and obligations are maintained.
- You choose the length of the policy term
- Deferred period options
- Own occupation definitions
- Tailored to your budget
A lump sum when you need it most
Critical Illness Cover
A tax-free lump sum paid on diagnosis of a serious condition — giving you breathing space to focus on your recovery without worrying about money.
- Covers from 36+ critical illnesses as standard
- Children's critical illness optional
- Standalone or combined with life cover
- Flexible sum assured
Short-term protection that works
Accident & Sickness Insurance
Designed to bridge the gap during unexpected health setbacks, paying a monthly benefit if you're unable to work due to accident or sickness.
- No medical underwriting required
- Covers accident and sickness separately
- Affordable monthly premiums
Healthcare on your terms
Private Medical Insurance
Skip the NHS waiting lists and access private specialists, diagnostics, and treatment faster. We find the right cover for individuals and corporate teams.
- Inpatient and outpatient cover
- Mental health support
- Dental and optical add-ons
- Options to suit your budget
Your home, covered
Buildings & Contents Insurance
Comprehensive home protection for your property and its contents. We ensure you're not under-insured and that your policy reflects your true exposure.
- Buildings rebuild cost coverage
- High-value contents cover
- Accidental damage options
- Landlord policies available
Broader planning
Mortgages, Wealth Planning, Legal and More
Working closely with industry partners to be able to refer you to mortgage brokers, probate solicitors, notary publics and wealth management specialists.
- Residential and buy-to-let mortgages
- Investment and Pension planning
- Access to specialist legal services
- Funeral Planning
Professional Service
Will Review
Service
When did you last look at your Will? If it's more than a few years old, circumstances may have changed — and your Will should reflect that.
Is your existing Will still working for you?
Life changes — marriages, divorces, new children, asset growth, house moves. Our Will review service checks whether your existing Will still meets your goals and flags anything that needs updating.
- Check your Will reflects your current wishes and circumstances
- Identify outdated beneficiaries or executors
- Assess whether existing trusts are still appropriate
- Ensure guardianship arrangements are up to date
- Review inheritance tax implications
Not sure where
to start?
That's exactly why we offer a free initial consultation. We'll listen first, then explain your options — no jargon, no pressure, no commitment.