Personal Protection Insurances & Trust Structure
Insurance is an essential part of financial management, which should be reviewed with any change of circumstances, not just when arranging a mortgage.
We arrange Insurance for our clients once we truly understand where their requirements sit, given their age & stage, risks and liabilities.
Life Insurance – a lump sum is paid upon the death of the insured party
Critical Illness – a lump sum is paid upon a diagnosis of an illness defined as critical. We also arrange insurances such as income protection and accident, sickness & unemployment.
Furthermore, we arrange for the appropriate policies to be placed in trust to ensure that when a claim is made, the proceeds are protected from forming part of an individuals estate.
Our Weybridge Office
68 Baker Street,