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Protection for you and your family

Many parents are worried about how to protect their family financially in the event of death or critical illness. Have you thought about how your family would meet their financial obligations and maintain their current standard of living if your current levels of income reduced?

Taking out a life insurance policy will enable you to give your loved ones a lump sum or steady monthly income to help with mortgage payments and manage your day-to-day costs.

Got any questions? Just call us on 0117 907 1965



What would happen to your family in the event of your death?

One of the most stressful events that can happen is the death of a partner or spouse.  Knowing that they are supported financially can remove some of the burden out of an already difficult situation.  Life insurance can provide a cost-effective means of providing security for your family.

Whole of Life Insurance

Unlike a term insurance life policy, a Whole of Life Insurance Policy is an effective way of mitigating inheritance tax. Providing monthly payments are kept up, upon your death your beneficiaries will be paid a lump sum. This can then be used to pay any outstanding Inheritance Tax bills or can be included in your overall inheritance.


Income protection

How much have you got to live on if your main income stopped?

Most of us have savings, but if something happened would you have enough to fund all your household expenses? An income protection policy is designed to provide a monthly benefit in the event of death or even serious illness, helping your family at such a stressful time.


Critical illness

Could your family survive if all the unpaid parental services stopped?  

As most parents can testify, collecting and ferrying children, cooking, doing the household chores and shopping are jobs which simply must be done, with no pay reward in sight! Yet if one parent became critically ill, have you considered the impact on your family’s life? There are several ways to safeguard against this with insurance policies like a critical illness policy.


Our advisers can advise you on which type of product will suit your circumstances.

Arrange a free initial no obligation consultation

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41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965