Our service
We start by understanding your unique circumstances.
Bespoke requirements, busy lifestyles and high expectations are all catered to through our process. Delivering the service you expect in a manner you are accustomed to.
Book a consultation
Private client benefits
We go above and beyond, because we care about protecting our client's most valuable asset - their lives.
Business benefits
Protecting a business can be complex but we make it simple. Our process means we research and understand your business to present solutions for you to consider.
Specialist services:
The advice we offer includes specialist protection insurance for 5 key areas of concern.
Inheritance Tax Mitigation
Life Insurance can be a cost effective solution for mitigating an IHT liability. Helping with liquidity to meet HMRC requirements before probate is granted. We can assist with introductions to tax specialists to help you plan accordingly.
Protection for high net worth families and estates
Financially protecting those you leave behind is hard to think about and presents its own challenges. Insurance can provide liquidity to allow them to continue as you would hope and expect.
Protection for Businesses
A significant business risk is the sudden death or illness of key individuals or major shareholders. We are experienced in understanding a business and presenting solutions accordingly.
Protection for Mortgages and Borrowing
Protection to repay debts and borrowings with immediate liquidity upon the death of the borrower. This might be on single or joint life meaning those assets become owned outright.
Private Medical Insurance
You are your most valuable asset. We can help safeguard you and your families health with Private Medical Insurance. We can provide domestic and global solutions giving you access to exactly what you need when you need it the most.
How we work
We work with specialist high net worth teams across a suite of insurance providers. We do everything including:
Arranging any medical assessments
We organise, insurer pre-approved, medical assessments at your convenience. Gathering your medical history, tailored to the insurer needs, prior to application.
Underwriting
We work collaboratively with the HNW underwriting teams, knowing in advance their areas of concern and putting everything together simply with minimal impact on your busy lifestyle.
Organising tax advice
Tax advice can be an important planning consideration, we can arrange tax advice, ensuring you know where you stand and being able to progress with confidence.
5 star Life Insurance.
We've helped thousands of people find the right cover. Read their stories:
"Amazing"
"Amazing"
"Amazing"
"Amazing"
"Amazing"
"Amazing"
"Very happy"
"Very happy"
"Very happy"
"Very happy"
"Very happy"
