Protecting You and Your Family

Things happen when you least expect it...

Protecting you, your family and your finances is vitally important. That’s why it’s crucial that you get expert advice to help you to protect what matters most.

We are passionate about protection and because we are not tied to any product providers, we can provide you with bespoke, tailored advice and the right solution for your needs and your budget.

Please see below for details of the cover that we advise:

Life Insurance

Life Insurance

We know. It’s probably been on your to-do list for years and keeps slipping down the priority order. But it’s really important, and we want to make sure all our clients are protected. A term life insurance plan covers you for a fixed period and pays out a lump sum if you die during that time.

We might not like to think about it, but the financial implications of a personal tragedy can be monumental. A life insurance sum can pay off a mortgage or other debts, or simply provide a lifeline for your family after your death.

For peace of mind, give us a call and we’ll arrange it on your behalf. Remember, our service is free of charge.

Critical Illness Cover

Critical Illness

A critical illness plan is a form of protection that pays you a lump sum if you’re diagnosed with a certain specified illness, such as cancer. It is often added to a life insurance policy to provide comprehensive protection.

Some policies even include children free of charge. We recommend all our clients seriously consider investing in critical illness cover. If you were unable to work, loan repayments would quickly mount up – adding to an already stressful time.

Depending on the policy, a lump sum payout could be used to cover your mortgage and allow you the necessary time off work. For peace of mind, give us a call and we’ll arrange it on your behalf. Remember, our service is free of charge.

Income Protection

Income Protection

If you were unable to work due to illness or injury, would you still be able to pay the bills? Income protection is a type of insurance that pays you a regular income if the unexpected happens. It’s particularly important if you have a mortgage or other loans that rely on a regular monthly salary.

If you’ve compared income protection with critical illness cover, you might be wondering which type of insurance would provide the best outcome for you. We can explain what the different options mean, the packages available and the sort of payout you could expect. For peace of mind, give us a call and we’ll arrange it on your behalf. Remember, our service is free of charge.

Head Office

Trym Lodge, 1 Henbury Road, Westbury-On-Trym, Bristol, BS9 3HQ.

Call:
01179 596446

We would love to hear from you.

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