Protection planning

Helping you to protect your assets

The financial effects of a period of illness, serious injury or death are never easy topics to discuss. However, by providing for these eventualities, you can protect you and your family from financial difficulty. Our personal approach to protection planning allows you to take comfort in the knowledge that everything has been taken care of.

We can review your situation and discuss what insurances you may need.

How we can help:

  • Term Assurance
  • Critical Illness Cover
  • Income Protection
  • Accident, Sickness and Unemployment (ASU) Insurance
  • Whole of Life Insurance

Financial advice is provided in association with Carpenter Box Financial Advisers, an independent advisory firm regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Tax Advice, Estate Planning, some elements of Automatic Enrolment or Cash Flow Modelling. Click here to read our provision of regulations.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of FOS can be found at

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