We offer advice and recommendation on an extensive range of mortgage products
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.
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.