Building Solid Foundations

Do you have a plan to deal with the unexpected events that occur during your life?

In the same way that a strong house will employ solid foundations against unforeseen strains over time, so we will help you build a safety net to protect you and your loved ones against life and health upheavals.

We will help you answer the questions you have:

I want a safety net for my family if something were to happen to me

Protecting your financial future is a key foundation on which the rest of your financial strategy is built.

Our bespoke protection strategies dovetail with the rest of your financial planning – we look at solutions built around you that that will stand the test of time; as well as providing a ‘better fit’, our comprehensive service includes the crucial extras such as value for money, tax efficiency, use of trusts.

Next steps

We would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an intial chat?

I am worried about how I would be affected by a serious illness such as cancer

Whilst medical advances continue at pace, with the ability to treat diseases and serious illnesses which in the past may have been deadly; the impact of having a serious illness such as cancer, heart attack, stroke remains life-changing, not least financially.

Our bespoke health protection strategies dovetail with the rest of your financial planning – we look at solutions built around you that that will stand the test of time; as well as providing a ‘better fit’, our comprehensive service includes the crucial extras such as value for money, tax efficiency, use of trusts where beneficial.

Next steps

We would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an intial chat?

I have put everything into my business, what happens if I can’t work anymore

As an entrepreneur, building your own business can be extremely rewarding, especially if you can overcome the multitude of challenges and risks

One such risk; the death or serious illness of a key director or employee can have far-reaching or even disastrous consequences for a business.These effects can be countered with a strategic approach to providing the replacement costs of an individual whose loss from the company through death, disability or serious illness would have a significant impact on:

Profits and turnover
Financial arrangements (such as loans)
Client relationships and contacts
Technical and managerial skills

Next steps

We would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an intial chat?

I am worried about long term care

The issue of health in later years is becoming ever more important, not least with increasing longevity – there are now a record 14,000 centenarians in Britain, according to, according to the Office for National Statistics.

A key part of our assessment of clients when building their plans is to consider all of the various stages of their lives, including the prospect of needing Long Term Care and plan accordingly.

Next steps

We would be delighted to help you start on your financial planning journey. Why not get in touch with us and arrange an intial chat?

funding a lifestyle

Are you building enough assets to fund your preferred lifestyle?

making it last

Will your finances be enough to support you through out your lifetime?

preserving your legacy

How will you preserve your assets for the benefit of your family and future generations?