We can help protect the life you don’t yet know, providing peace of mind for you, your family and your business should the unexpected happen. Nobody plans cancer, heart attacks, long-term illness or premature death but you can plan financial security if you do experience them.
General and Business
Financial advice isn’t just all about products. We can help you map out your money plan using simple reports and tools that show where you are now and what you need to do to make sense of your financial future.
Planning how you take your retirement income has never been more exciting… seriously! There has never been as much flexibility and control over how you generate income in retirement, however with choice comes a greater need for care and planning.
We are happy to provide low cost solutions to help employers set up schemes to meet their auto enrolment pension obligations. If you require on-going help they can handle that for you as well.
When it comes to saving towards retirement it can be easy to over complicate things. We focus on what matters…and they keep it simple! How much will you need to live comfortably when you stop working and how are we going to help you get there?
Our clients can invest with the peace of mind that they have cost effective technology and a range of products to choose from to suit their needs.
“A change in employment left me with no sick pay, which was a worry with a family to support. Ed was very reassuring and had a good knowledge of the different insurance companies and what they could offer. He had the patience to fully understand my insurance needs and once he'd established the best product, it was arranged really quickly for my peace of mind.”
H Andrews, Huddersfield