Home Individual Advice Employee Benefits Corporate About Us Financial Education When we design an employee financial wellbeing package we will not only include the products and administration services that you would expect, but also use our experience across the breadth of financial planning to help you increase employee engagement through: financial education seminars small group sessions individual meetings with new employees individual meetings with executives provision of promotional material Provided as either one-off sessions or a programme of events, they are designed to help your employees understand any products provided, maximise the benefit they can extract from them and develop their broader money management capabilities. Contact Us Accept Cookie Settings We use cookies and similar technologies to enable services and functionality on our site and to understand your interaction with our service. By clicking on accept, you agree to our use of such technologies for marketing and analytics.See Privacy Policy

Home Individual Advice Employee Benefits Corporate About Us No one likes to think about dying or suffering from a serious illness; however, the financial impact of these horrible events can be devastating for those close to us. Listen Talking about our own mortality or frailty isn't easy, but our natural instinct is to make sure that our family is cared for if the worst happens.At our initial meeting we will take time to listen to you and understand your concerns in relation to this very personal financial subject. From our discussion with you we will get a clear and agreed picture of your family's needs, which will help us to consider the most effective way to meet them. Consider Protection is not just about having sufficient funds to pay for ongoing commitments, it's about having the peace of mind that your family will be looked after both financially and physically. Our adviser will review your current situation and assess your family's needs before selecting the most appropriate products and level of cover to ensure all their needs are met. Client Deliver We will put the agreed cover in place and arrange for regular reviews to ensure that the products and level of cover remain suitable and sufficient in relation to any changes in your family circumstances. Contact Us Advise Using one or more products from the whole of the market, we will recommend a cost-effective solution that meets your family's needs in the most cost effective way. We will make any adjustments required as a result of our follow-up discussions with you before obtaining your final agreement to our proposal.