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 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:
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.
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.