Life assurance
The peace of mind you need
Through Life Assurance, existing private clients have the opportunity to protect your lifestyles, family income and wealth.
As a private client, our life assurance advice focuses on you, your family, your income, and your business.
Our solutions are highly tailored to your individual needs. Where others see you as the sum of data, we see you as an individual.
Our team of specialist advisors provide a personal one-to-one consultation service to ascertain your needs and then provide solutions that best fit your requirements.
Protection for the unforeseen circumstances on your life's journey is certainly part of any prudent financial plan and we pride ourselves on providing a great client experience every time.
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Brian Kingston
Wealth & Investment
If you would like to know more about our Financial Planning services give me a call or complete our contact form.
Advice and solutions to ensure the future of our loved ones are protected. This could be ensuring loans are cleared, inheritance tax is paid or just providing an income to protect living standards.
Succession planning allows for payment of an inheritance tax liability in a tax efficient manner upon wealth transfer from one generation to another.
An ability to earn an income is our most important asset. An Income Protection policy pays you a monthly income if you are unable to work due to illness, accident or injury.
As business owners we protect our buildings and cars and stock. Should you also protect your business’ biggest asset? You, your shares and your key people too? We can provide solutions to cover all of these valuable assets.