Financial Protection

As part of your overall planning, you will want the peace of mind of knowing that your financial security is protected. We can help by assessing your individual needs and making recommendations on the most suitable cover to protect you and your family in the future.

Assessing Your Needs

During our thorough assessment of your circumstances and needs, we will establish what types and how much cover you may require.

We can also look at any cover you currently hold. If you have a life policy that is several years old, you may be able to change your provider and get a more competitive premium, or increase the benefit for the same monthly cost.

Types Of Cover

We can help you find the most suitable products for:

  • Life cover including level term assurance, mortgage life cover, family income and whole of life cover
  • Income protection
  • Critical illness cover
  • Private medical cover.

For more information about our financial planning services, simply complete our enquiry form, send us an email or call our Cambridge office on 01223 357131 or our Norwich office on 01603 661156.

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