The foundation of any financial plan is insurance. This should not be a tick-box exercise. The type and level of insurance coverage should be tailored to the individual’s situation and requirements.

All our advisers are licensed to advise on many different types of insurance:

These include;

  • Life Insurance
  • Critical Illness Cover
  • Income Protection
  • Permanent Disability
  • Group Benefits

It may be that you require insurances for your business, such as Professional Indemnity. We work with excellent General Insurance brokers to ensure that this requirement is satisfied at the best possible price.