Helping you protect you & your loved ones

Protection means different things to different people.

In my role as a FCA regulated protection adviser it usually means taking time to think about leaving money in your budget for emergencies, and protection in case your income changes – crucial for the stability of your family and the safety of your home – but it goes further than that.

We all own something – a guitar, a car, a house, a business and have made sacrifices through hard work to get them.

When the time comes, most people would like to choose who benefits from their estate, and would prefer to avoid an un-necessary tax headache. We can help you get the right, legal documents in place to minimise distress to your loved ones at an emotionally difficult time. This may include:

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Wills

Single, Joint / Mirror including Trusts

Lasting Powers of Attorney

Property and Financial affairs, Health and Wellness

Business Succession Plans

Shareholder agreements, business Wills

Funeral Planning

Funeral Planning

Is it time to think about a Plan B?

Hi Everyone! Do you wish you were more confident around money?

Let me give you a greater understanding of how to make your money work for you, so that you have enough for a decent quality of life now, but can prepare for the future - your dreams, plans and more…

Head over to the FREE Facebook group to join a like-minded group of people, a safe place to learn, ask questions and be supported by others who also want to be more money confident