It is important to realise that everyone faces risks in their future and that safeguarding the financial security of your family and dependants is essential.
With this in mind, you may want to make provisions to protect your families from financial liabilities in the unfortunate event of death, critical illness or unemployment.
We have extensive experience of reviewing and establishing protection arrangements to cover an array of eventualities. Our advisers, researchers and administrators regularly review and implement all types of insurance and protection.
Due to the fact that we are completely independent, we are able to review protection products across the whole of the market place. We can therefore provide an impartial service which is bespoke and uniquely tailored towards your individual requirements and circumstances.
For more information, or to arrange an appointment, call 01246 560570 or email email@example.com.
Mr & Mrs H, Nottingham
It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.
I thought if you achieved all you said you could you would be doing really well!
We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.
Very well done. Keep it up.
You have two very satisfied clients.
I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.
My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…
Mr & Mrs S, Bridlington
We’re really grateful for the work you did for us. 10 out of 10!
Mr & Mrs D, Mansfield
Cannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.
Mr W, Nottinghamshire
Service provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.