EXPERIENCE, KNOWLEDGE AND DEDICATION
Our teamOur dedicated team combines specialists in financial planning, insurance underwriting and broking. We have the experience and expertise required to ensure we find the right solution for your needs.
All of our advisers are committed to ongoing professional development. This dedication to learning ensures our knowledge is up-to-date with the latest thinking and approaches to solving today. Our regular interaction with providers enables us to contribute to new product developments and help shape the future of the industry.
Leadership
Advisers
Underwriting
Adviser Support
What we do
Explore our services
Inheritance planning
Life insurance is one of the most straightforward and cost-effective ways to preserve the value of your estate
Personal Protection
Are you confident that your family will be provided for should you be unable to work through illness or death?
Business protection
One of the greatest threats to your business is the loss of a key individual we empower you and your business by ensuring continuity.
International Insurance
Are you are resident outside of the UK or non-UK domiciled? Our local knowledge with a global understanding ensures you receive the specialist advice you need.
INSURANCE-BASED INVESTMENT PRODUCTS (IBIPS)
EXPERT ADVICE ON A BENEFICIAL INVESTMENT OPPORTUNITY AND INSURANCE PROTECTION.
Equity Release
THERE ARE MANY ALTERNATIVE EQUITY RELEASE ARRANGEMENTS AVAILABLE THAT ALLOW YOU TO ACCESS YOUR PROPERTY WEALTH WITHOUT HAVING TO MOVE.
Speak to us
Our website will give you a flavour of the advice we provide – if you would like to talk to us for more information, please contact one of team who will be happy to assist.
[email protected]
Ormond House, 26-27 Boswell Street, London, WC1N 3JZ
+44 (0) 20 7633 2222