Protection & Financial Planning
Critical illness Cover
Our friendly and efficient advisors will be happy to discuss your individual requirements for life insurance in Leigh-on-Sea and share their expert opinion on your circumstances. The advice we give is always independent and impartial.
We have over 35 years of experience in recommending protection arrangements for our clients. Whether you need simple protection to cover a mortgage loan or comprehensive, in-depth financial planning for complete family protection, mitigation of Inheritance Tax, or to reduce your existing outgoings, we can help.
Whilst you are very welcome to use your own solicitors for a mortgage transaction, we have access to a large panel of solicitors who are vetted regularly to ensure high service and quality standards. Our recommended solicitors' fees are extremely competitive and are some of the lowest in the marketplace.
All solicitors' transactions come with a "no completion, no fee" guarantee (subject to terms and conditions), so that if your mortgage falls through for no fault of your own, you would not be charged any fees.
Income Protection & Sickness, Accident & Redundancy Insurance
We offer a full range of plans to protect your mortgage payments in the event of sickness, accident, or redundancy. We can also arrange full Income Protection policies to provide an on-going income in the event of long term accident or ill-health.
We act for a large panel of insurers to provide comprehensive cover for buildings, contents, and personal possessions.
We can provide advice on and arrange protection schemes for Company loans, Partnership Assurance, Share Protection, and Key Man cover.
We have over 30 years of experience in recommending both Personal and Company Pension Schemes. Our services also cover a referral service to our Independent Financial Advisors. This includes whole of the market cover in what can now be a complex area.
Our dedicated will writer can arrange anything from the simplest of "Mirror" wills to complex family gift trusts. Appointments can be conducted in the comfort of your own home.
We are able to provide a referral service to our Independent Financial Advisers, who can offer advice on bonds, investment trusts, ISAs, and a full tax planning service.