Personal Protection


Our Personal Protection Review involves:

  1. Determining the risks and exposures that you and your family face, particularly in the event of death, illness or inability to work. 
  2. Auditing existing plans to determine the extent to which these risks are covered. 
  3. Ensuring any shortfalls in protection are dealt with in the most cost and tax efficient way. 

Some of the plans used to support a comprehensive protection portfolio are life cover, specified illness cover, pension term assurance, personal income protection and occupational income protection.