Protection Planning

Protection Planning will give you the peace of mind that if the worst should happen, you could still provide for yourself and your family. It is at the core of financial planning and is essential for financial resilience in the event of major health events or death.

We have years of experience crafting robust plans to deal with any eventuality, whether that’s insurance to repay your mortgage or specialist business insurance to protect against key person risk or the death of a shareholder.

Protection planning usually starts with reviewing several areas and their relevance to your life and current circumstances. We can then help you to assess your individual situation and requirements, before devising a plan to ensure you have all the protection you need.

Working with carefully selected providers, we offer an extensive product range including:

  • Life Cover (including Term Assurance and Whole of Life)
  • Critical Illness
  • Income Protection
  • Employee Benefits
  • Private Medical Insurance

The Client Journey

Starting with identifying your goals and objectives, we’ll work with you to create and implement a bespoke plan.

Learn more

“I recently moved from permanent employment to running my own business so had a lot of questions that Andrew helped me with ease throughout my transition. Andrew was available at any time of day to answer my questions - no matter how big or small! He really put my mind at ease and explained complex scenarios in an easy-to-digest way making my decisions significantly easier.”

Client Review - Kevin Duncan, Renfrewshire
Let's chat

Let's have a chat.

Find out how we can help you by booking a meeting, which will take you directly to our calendar, giving us a call on 01887 377810 or emailing us at

Alternatively, fill out the contact form below and a member of our team will be in touch.

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