"Professional  advice  that  everyone needs"

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What Do I Do Next

Our service is designed to be simple and easy to understand.

The first step is to contact us.  We will then organise an initial consultation at our expense.

There is no “One Size Fits All” when it comes to personal protection.  We work with you to deliver a tailored solution specific to you and your family.

The initial consultation usually takes 40 minutes to an hour during which we will discuss your situation, examine your current cover, your commitments and your vulnerabilities.  In particular we will:

Following the initial consultation, should you wish to proceed, we will work with you to develop a personal protection plan.  This will take the form of a comprehensive Statement of Advice detailing the most appropriate, cost effective and tax efficient cover for you and your family.