An accident, illness or other change in circumstances can have a huge impact on you, your family and your business. The sensible approach is to hope for the best, while planning for the worst. We can advise on a wide range of products to help safeguard your income, home and family finances, including:

  • Life Insurance
  • Critical Illness Cover
  • Income Protection
  • Medical Insurance
  • Key Person Insurance

To find out more, please contact us.

Liam has always given a very personal service and balanced advice for both myself and my elderly parents. In particular we needed to fund their care which became very expensive, but Liam made this possible by very sound, honest financial planning for which we were eternally grateful, as it meant they could stay in their own home. R.B.

Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE


Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE


Latest Blog Articles

As we find ourselves in unsettling times following the Coronavirus outbreak

As we find ourselves in unsettling times following the Coronavirus outbreak, BOE rate cut andRead more

Uncertain times

In recent times we have witnessed volatile markets which have dramatically impacted the values ofRead more