Protection

As our lives change, so do our priorities. We believe in protecting your livelihood wherever you are in life, and offer advice on an extensive range of products from income protection to critical illness cover.

We can also meet exceptional insurance needs such as high levels of life cover for very high-net-worth individuals or those with specific assets to protect. We recommend that clients review their protection requirements at least once every two years and we offer reviews in conjunction with a mortgage and as part of a financial review.

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capricorn financial mortgage protection services

Mortgage Protection

Using a combination of life insurance, critical illness and income protection plans, our Protection Advisers can ensure your mortgage is protected in every eventuality.

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Estate Planning

Most of our clients want to ensure their dependants are protected and to leave an inheritance, or legacy, for their loved ones. Our Protection and Wealth Teams advise on the best way to structure this, using a combination of inheritance tax planning and trust planning and whole-of-life insurance policies.

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Business Protection

Our Business Protection Team experts will help you plan ahead in the event of the death or illness of one of your key employees, to ensure you protect yourself and ‘future-proof’ the business against these things happening.

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Contact us to find out more - info@capricornfinancial.co.uk or call +44 203 1110900