Protect what matters most

How would you and your family cope in the event of unforeseen circumstances, such as serious illness or death? It’s a question we don’t always want to face, but one we shouldn’t avoid. The odds of critical illness or worse striking close to home are higher than you might think, so it’s important to safeguard against every eventuality.

We provide a range of personal protection options to insure your family against potential bumps in the road. We’ll work with you to determine the level of cover you need and find the right plan for your circumstances, so you can be sure that whatever may come your way, you won’t have the additional burden of financial worry.




of critical illness claims were made by people under 25


The average age of people who claimed for multiple sclerosis was 45


The average age of people who claimed for cancer was 50

Source: Royal London UK intermediary protection business claims paid (1 January to 31 December 2019)

Here’s how we can help…

Life insurance

In the sad event of your death, you can have peace of mind knowing your family will be financially protected via a suitable life insurance policy.

We will work with you to plan and ensure your family are protected should the worst happen.

We can help with:

  • Term Assurance
  • Mortgage or Loan Protection
  • Family Income Benefit
  • Whole of Life Policies
  • Gift Inter-vivos policy
Critical illness cover

Should you or your loved ones be diagnosed with a serious illness, you want to know that you will be financially secure to concentrate on your health.

We can ensure your family will receive a cash lump sum to help minimise the financial impact.  Wouldn’t it be more reassuring if this was the case?

Get in touch today to see how we can help

Income protection

What would happen if you were unable to work?  Could your savings cover the period of time you’re not able to work?  Would you want to use your savings?

Your ability to earn is a valuable thing. Income protection insurance could support you with a monthly payment should you be unable to work due to illness or injury.

Complete the form below and we’ll get in touch to discuss how we can help

Life Assurance plans typically have no cash in value at any time and cover will cease at the end of term. If premiums stop, then cover will lapse.

Plans may not cover all the definitions of a critical illness. The definitions vary between product providers.

Client based in Cheshire

Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.

Client based in West Yorkshire

Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living. He’s a likeable, approachable person with so much patience.

Client based in Cheshire

When we were looking to set up a trust fund for our daughter, Mark talked us through every step of the way. He made sure we fully understood the nature of what we were looking to achieve and formulated a sensible approach to the trust investment.

Client based in Cheshire

Having released equity from my house sale, I needed specialist advice regarding how to invest the money to achieve the best return. Mark helped by producing a comprehensive financial portfolio. He thoroughly explained how the service worked and was very helpful and professional throughout the whole process.

Client based in Cheshire

Mark has helped a number of my clients with key person insurance. He’s also reviewed my pension pots and advised me on the best way to manage them moving forward. I value that he’s available when I call.

Client based in Cheshire

Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the benefits and risks of each of the investments he has recommended. Mark has been my financial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.

Client based in Cheshire

Mark helped by initially spending time to understand my goals and objectives not just from a financial point of view but also for my life in general. He produced a detailed report that reflected our discussions and included recommendations which encompassed an overriding strategy. Mark has advised me on other important financial matters such as my pension, retirement income and inheritance planning.

Private client form

Whether you have an existing portfolio that you need to review, your current adviser has let you down, or your surplus cash is not working hard for you, we can help.

Call us today to arrange a complementary, no obligation meeting to discuss your circumstances.

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