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Whether its Life Insurance, Private Medical Insurance, Critical Illness Cover or Income Protection - we can help you get covered.

Looking for the right insurance policy?

Life Insurance

Life Insurance doesn't have to be expensive - the market is competitive.

  • Life insurance pays out a tax-free lump sum when you die

  • You make monthly payments, in return for a set amount to your dependents when you pass away.

  • It can be essential for anyone with children, a mortgage or debts who have no substantial amount of savings.

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Income Protection Cover

Designed to help you if you can't work due to illness or injury.

  • Ensures you continue to receive regular income if you can't work

  • Replaces your income up to a certain amount (usually up to 60% of your current income)

  • They're usually paid out tax-free

  • Usually, protection covers a wide range of illnesses and situations

  • You can make multiple claims throughout the term of the policy

Private Medical Insurance

Beat the NHS waiting times with Private Medical Insurance.

  • Quick access to private facilities and treatments

  • Helps pay for any high, unexpected private medical bills

  • Your choice of hospital, including private hospitals in the UK

  • Privacy, with your own room in a private hospital should you need it

  • Access to drugs which are not paid for by the NHS

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Critical Illness Cover

Pays out a tax-free lump sum, should you suffer a serious illness.

  • Can help to repay larger commitments or any alterations needed to your home (such as wheelchair access) if you need it

  • Critical Illnesses which are generally covered include stroke, heart attack, certain types or stages of cancer and conditions such as multiple sclerosis

  • Most policies also consider permanent disabilities as a result of injury or illness

  • It only pays out once and then the policy ends

Still not sure if you need any protection policies in place?

Download our Guide to Protection Planning for more information.

Online

Get financial advice from the comfort of your own home! Start the process by getting in touch and then filling in our online questionnaire. We review your information, analyse your plans and discuss with you your financial plan.

Face-to-Face

Alternatively come and meet us at one of our offices or a convenient meeting spot. We will complete a factfind with you, analyse your plans and present to you your financial plan. 

Financial planning for whatever stage you're at in life.

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I needed to put my house in order. Aimee set up a protection policy for me and gave me advice on the best options to suit my circumstances. In my case, the advice and product was exactly what I needed.

Thanks for your help Aimee, glad everything is in place and I am reassured I have the right policy.

Anne, Durham

Get in touch

We can have a discussion with you on the phone, through email, online or in person - whatever suits your personal preferences.  Just get in touch with us and we can book in your meeting.

Give us a call

0191 380 4106