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Insurance
We believe in the important role insurance can play as part of a robust financial plan and have witnessed the peace of mind that a well-tailored protection strategy can provide to our clients.
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In recognition of the consequences that can ensue if our clients are not suitably insured, we seek to optimise our client cashflows and avail of tax reliefs where available when we design a financial plan, to ensure that our clients are provided for in the event of death or serious illness.
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We cannot predict the future, but we can plan for it.
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The areas that we can advise on include:
Income Protection
Pays you a regular income if you can’t work due to injury or illness.
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Specified Illness
Pays you a lump sum if you are diagnosed with an illness such as stroke, heart attack, cancer.
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Life Insurance
Term life insurance pays a lump sum to a person you name (e.g. your spouse or dependants) if you die during the term of the policy.
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Mortgage Protection
Pays off your mortgage if you or another policy holder dies during the term of the mortgage.
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Business Protection
Helps protect a business from the financial effects of key people being diagnosed with a critical illness or dying. Business protection is available for partnerships, shareholders, sole traders and key employees.