PROTECTION PLANNING
Services offered
- Range of Insurers
- Review of current plans at no cost
- Personal, family, mortgage and business protection needs
- Income Protection, Life, Terminal Illness, Private Medical Insurance cover for personal needs, mortgages, family (lump sum and income)
- Gift Inter Vivos policies in relation to Inheritance Tax planning
- Keyman, Shareholder Protection, Loan Protection for businesses
- Relevant Life Plans
- Group Income, Life Cover and Private Medical Insurance
- Advice on placing policies in trust where appropriate, free of charge where new policy is being arranged. Fee charged for existing plans.
- Referral for all general insurance needs, such as accident, sickness and unemployment, buildings and contents, as well as other specialist insurances
- Liaising with professionals, such as accountants and solicitors in relation to appropriate plans in relation to Wills and Business Protection