Everybody has different protection needs and it’s important to make sure that you and your family are correctly covered. Whether you need mortgage protection, income protection, or a plan to provide for your children we will advise you on all aspects and make recommendations based on your needs.
We also offer advice on plans designed to help with mitigating Inheritance Tax. There are a range of trusts available and your adviser is qualified to help you make sure you choose the most appropriate to your circumstances.
We also offer advice on private medical insurance for individuals and corporate schemes.
The Financial Conduct Authority does not regulate Taxation and Trust advice.