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Protection

The people who are most important to you are the ones you will want to offer financial protection to. You may not always be there to help them. There are all kinds of ways to ensure that the right kind of financial provision is put in place.

We cover all areas of lifestyle protection. We advice on life assurance for individuals to provide a lump sum when needed in the event of death or critical illness or if you prefer you this could be paid out as an income to your loved ones.For protection we offer products from a selected panel of providers

We help businesses with their succession planning.Working closely with solicitors to ensure that in the event of the death of a Director the control of the company passes to those best placed to continue the business while family members receive the value of the shares you own.

Joanne Ramsden

Joanne Ramsden

CeMAP