Financial Protection Against Risk

Protecting your wealth is not the most exciting area of financial services, but it can be the most important.

While inadequate financial planning in other areas can prove to be an expensive mistake, when it comes to protection against risk, it could be disastrous

Some of the different types of insurance that we can provide you with access to are:

  • Mortgage Protection
  • Level Term Assurance
  • Family Income Benefit
  • Whole of Life
  • Critical Illness Cover
  • Income Protection
  • Key Man Insurance
  • Accident, Sickness and Unemployment Cover
  • Buildings and Contents Insurance
  • Landlords Insurance

As you would expect, we are particularly well prepared to deal with exceptional insurance needs, such as unusually high levels of life cover needed to protect estates from Inheritance Tax, or to protect business assets.

Although the value of insurance is most often considered in the context of individuals’ private lives, protecting themselves and their families, it frequently has an equally important role to play in business, protecting companies and the people who own and manage them. We are specialists in this field, providing the cover (against the death or illness of key individuals) which can fund necessary changes in the business or its ownership.

We can also help to preserve your capital for the future and minimise your Inheritance Tax liability. Simple and timely actions in this area could protect your estate from large and unexpected tax liabilities.

Stay in touch

If you would like to keep up to date with current industry trends or receive details of our product developments, seminars, events and newsletters, just fill in your details below.

News feed

Market and Portfolio Update – Quarter to 30/09/2019

Written by Square Mile Investment Services. It is fair to say that it has been a strange summer. The Brexit...

Brexit uncertainties drive down share prices…

August proved both busy and controversial for UK investors, and share prices remained unsettled throughout the...

Life Insurance Explained #1

The first in a series of videos explaining some of the different types of insurance policies available in the...

Talking with… Laura Evans

Laura Evans, Financial Planning Consultant at Prosser Knowles Associates Limited, met with Kay Crooke to chat...

What is protection insurance and why do I need it?

As parents, its easy to get carried away by day to day life but it's important to value what we do in order to...

Bank of Mum and Dad facing poverty in retirement!

With young adults now leaving home later and later, loans or gifts from family to help them get on the propert...

Nine million middle aged employees are “flying blind” into retirement

Recently, pensions firm Aviva conducted research into the understanding of finances in later life amongst empl...

Are you, or someone you, know looking to get on the property ladder?

Are you, or someone you know, wondering how to get on to the property ladder? If so, this video is an essenti...

A crucial task that shouldn’t be put off!

All too often, we approach retirement with the hope of many years ahead of us to enjoy holidays, spend time wi...

What is Protection Insurance?

Day to day life can be so hectic and complex even when we are healthy and financially secure. Time passes us b...

Millennials face potential homelessness in retirement

According to the first government report into what will happen to UK millennials who have been unable to get o...

Moved jobs a lot?

If so, you may well have picked up a number of pension pots along the way. Official figures suggest that, in...

Thinking of releasing equity from your home?

See some of the ways you could use the proceeds when releasing equity from your home....

Quarter 2 (2019) Market Update Video

Quarter 2 (2019) market update provided by Jason Broomer, Head of Investment, from Square Mile Investment Cons...

Gender pay gap strikes again, this time for Women’s pension pots

A report released earlier this month “Facing an unequal future - closing the gender pensions gap” was compiled...