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Protection & Life
Assurance for 
Individuals & 
Businesses

With extensive experience in the protection industry, we can provide whole of market advice for our clients financial protection needs, whether that be personally or for businesses. Providing financial security for loved ones or businesses is an important part of financial planning and we have seen the impact it can have. 

 

Personally, we can advise our clients on:

  • Life assurance including term assurance, family income benefit and Whole of Life cover

  • Critical illness cover

  • Private medical insurance

  • Income protection against illness, injury and unemployment

 

For business owners and employees, we are able to advise on: 

  • Relevant life insurance

  • Keyman cover

  • Shareholder protection including cross option agreements for share purchases post death

  • Death in service schemes and group private medical cover

Financial Advisers Worcesterhsire, Burlington Financial Solutions
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