Protection

None of us are invincible. The right kind of protection can make a huge difference if you become unwell or die.

Francesca is our protection specialist and will be able to advise you on personal and business protection issues. Too many people take protection for granted but it is a vital part of any financial plan and should be considered in detail to help make sure any plans you put in place are not disrupted due to death critical illness or long term sickness.

Our process is simple…

Step one

We coach

We will help you solve problems and open your eyes to what is possible in your life.

Step two

We plan

We build a plan to help you to achieve the possible.

Step three

We advise

We recommend the solutions to achieve the plan.

What our clients think

“Selling my company was a life-changing event for us as a family. We knew this would be the case but were uncertain of how best to manage a huge (positive) change in personal financial circumstances.  We were concerned about how to save and/or invest our money and what we should do to provide an annual income, what that level might look like and what sort of future we could plan for.

Barnaby and his team helped us through the process and showed us how to achieve our personal ambitions and goals, whilst giving us the reassurance about the future that we needed.  We have complete trust in him and have offloaded a significant amount of worry as a result, leaving us free to enjoy a new way of living.”