Why you might need protection?

  • Financial security: Protection provides a safety net that ensures financial stability for you and your loved ones in times of uncertainty.
  • Minimises risk: Life is unpredictable, and protection helps mitigate various risks that could jeopardise your financial wellbeing.
  • Replace lost income: In the event of critical illness or death, protection cover can ensure you are able to maintain your standard of living and meet your financial obligations.
  • Peace of mind: The reassurance that you and your family are protected against unforeseen circumstances can allow you to focus on other aspects of life with confidence.

How we could help

Our Wealth Planning team will work with you to find the right solutions to meet needs – drawing on solutions from across the market.


Explore your needs and goals

We get to know you and understand your family circumstances and financial needs.


Discuss risks and implications

We work with you to identify any potential risk, shortfalls, or vulnerabilities, and the implications.


Present your advice

We recommend the most suitable level of protection to ensure your family remains financially secure whatever the future holds.


Implement agreed plan

Once we’ve agreed the right protection and levels of cover, we put your plan into action to support your goals.


Review your plan

As life changes, we are available on request to reassess your protection plan to ensuring it evolves with your changing needs.

Protection solutions to consider

There are a wide range of solutions to protect you. Here is an overview to the different types of personal protection.

Protection quiz

Are you prepared for what the future holds?

Take our five-question quiz to find out if you are financially ready and future-proofed for whatever the future brings.

Take the quiz

Family seated having barbecue in garden of modern house


Personal protection

An introduction to the importance of protecting your wealth through various life stages and circumstances.

Find out how you can ensure the financial security for you and your family.

Download the brochure


Becoming a client

We welcome private clients who are looking to open a deposit or investment account with £500,000+ or have a borrowing need of £500,000+. Unfortunately, if you are not depositing, investing, or borrowing £500,000 or more, we are unable to support you at this time.

To enquire about becoming a client please complete our enquiry form or call us directly on the number below.


+44 (0)20 7012 2500

This is required

Latest insights


Navigating life's milestones: A guide to proactive protection

Life is a journey filled with pivotal moments, from marriage to retirement, each demanding careful financial consideration. Our latest article dives into the importance of proactive protection planning for all life’s milestones.


Why do I need income protection insurance?

Is income protection worth it? Find out why income protection insurance is vital in wealth planning strategies for entrepreneurs and business owners.


Protect your wealth from inheritance tax

Record-breaking inheritance tax (IHT) receipts are rolling into HMRC. But families can reduce the chances of being hit by a hefty inheritance tax bill by taking steps now. In this article, we discuss ways to ensure your beneficiaries will receive a more significant transfer of wealth.