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Protection Advice

Financial Protection Advice is often the starting point of financial planning for many. Ensuring that a lifestyle is protected in the event of illness or death of a key person is an essential part of a robust financial plan.

This is most commonly associated with families with children and debts but is also very relevant to businesses where a shareholding needs protecting or the business insuring against the loss of a key person or persons.

We are experienced in the assessment of need here and have the ability to assess this need within a business too. This can, and often is, in conjunction with another professional such as the Company Accountant or Financial Director whose input in relation to the companies value can be invaluable.