About Us

We are a Bournemouth based financial advisory company with years of experience. We believe in providing fair and professional financial advice, specialising in protection insurance. We use our professional expertise to protect the needs of our clients through no pressure consultations and recommendations.

Protecting a secure financial future for you, your family or your business takes understanding and experience. That`s where we can help you.

We provide qualified financial advice specialising in the followings areas :

  • Life Insurance 
  • Critical Illness Insurance
  • Accident, Sickness and Unemployment cover 
  • Income Protection Insurance
  • Business Protection
  • Keyman or Shareholder Protection
  • Buildings and Contents insurance
  • Private Medical Insurance  

We pride ourselves on our realistic, modern approach to financial advice. We will never advice upon or try to arrange a policy that isn`t suitable both in terms of the cover and cost.It is our promise to ensure all  our clients have the correct type of protection and insurance that suits their needs and budget. We promise to do the following:

  • provide a professional and friendly advice service
  • identify your protection needs and prioritise the solutions;
  • charge  no fees  for protection or insurance advice as we are remunerated by Commission paid from the provider;  
  • make easy to understand product recommendations;
  • never use a pushy or hard sales approach to financial advice;
  • only provide experienced advise you can trust;
  • ensure you are totally satisfied during and after the sales process. 

For all our insurance products we are proud to use a specially selected panel of top UK based insurance companies. Our UK call centre is also open between 8am and 9pm to ensure we are available when you need us.

We are members of the Personal Finance Society and the Chartered Insurance Institute. You will also find Protetced-on-line on the FCA register, under ref: 516162.

How our clients rate us

This chart is a real-time reflection of the feedback we have received from our clients and shows how we fare against a series of advice categories. You can hover over any bar for more information or click on one to see how we fared against specific questions in that category.

Feedback timescale:

 
 

We compare across the UKs leading insurers

     ScottishWidows LiverpoolVictoriaL_GRoyalLondon        Zurich       Aviva     Vitality