Portfolio Protection

Tailor-made protection solutions.

People wearing headsets in an office

Protecting your legacy

Without the correct advice your estate could be broken up and diminish in value upon your death. Our award-winning advisors will take the time to understand your situation and tailor-make a solution that could help mitigate the potential 40% tax bill. The impact of your death will be tough enough for loved ones to cope with; leaving a financial legacy rather than a burden is what we are here to help you achieve.

Mortgage protection

A mortgage is one of the biggest financial commitments you will make throughout your life. Without the proper advice this can become one of the biggest financial burdens on a household. We have an award-winning Protection team which will help advise you on how best to protect against the financial difficulties that can arise through illness or even death. Our team will advise you on products such as Life Insurance and Critical Illness Cover from their whole-of-market panel, making sure you get the best product in the market for your needs.

Happy couple shaking hands with a lady in a suit

Protecting you

Protecting yourself can often be the last thing on your mind – no one likes to think that something bad will happen to them or their family – but sadly millions of people are affected every year by illness or bereavement. The time to think about this is now. Just think, how could you manage if you couldn’t work due to illness or injury? Could you continue to pay all of the bills and mortgage yourself? Your most valuable asset isn’t your property or car, it’s you.

Our expert team are on hand to provide unbiased, expert advice – we are devoted to providing you with total peace of mind and financial security for now and the future. Based on your requirements we will search the market for the most comprehensive cover to meet your needs.

Room interior with grey decor

Landlords’ buildings & contents

A tailored landlord insurance policy through our panel of providers can protect you, your property and your tenants. While there’s no legal obligation for landlords to have insurance, you’re almost always required to do so by your mortgage provider. Contact one of our advisors today to run through a quick quote and help safeguard your financial future.

Woman looking at the camera and two people working on a laptop in the background

We're here to help.

Our protection and insurance team will be happy to discuss your requirements with you. Simply request a call back and we'll be in touch!

Contact Us

Trading office: Building Eight,
Watchmoor Park, Camberley,
Surrey, GU15 3YL
Registered in England No. 5695802

Tel. 0800 170 1888