Protection Planning

Peace of mind for you and your family

Protect your family, income, and assets with solutions designed to give you lasting peace of mind.

Protect what matters most

Life does not always go to plan. But with the right protection in place, you and your loved ones can feel secure, whatever happens.

Whether you want to safeguard your family’s future or protect your income if you cannot work, we will help you put the suitable cover in place.

And because we keep things clear and straightforward, you will always understand exactly what you are covered for and why.

How we can help you

We will take the time to understand your circumstances and recommend protection that fits your needs.

Life insurance

Financial security for your family if the worst should happen.

Critical illness cover

Receive a lump sum payout if you are diagnosed with a serious illness.

Income protection

Replace lost earnings if you are unable to work due to illness or injury.

Private Medical Insurance

Fast access to private healthcare when you need it most.

Later years planning

Prepare early to make your later years as comfortable as possible.

Employee benefits

Design the right protection and benefits package for your workforce.

Our Services

Why choose us for Protection Planning?

Unbiased advice – As independent advisors, our only priority is you.
Fair and personal analysis of the market – We search widely to find cover that fits your needs and budget.
Support every step – From choosing the right cover to managing your policy, we are here for you.
Industry expertise – Years of experience mean we cut through the jargon and explain things clearly.
Local and approachable – Based in Uppingham, we are here for friendly face-to-face chats, as well as phone or email – whichever suits you best.

Ready to plan your future?

Come in for a chat or get in touch in a way that is convenient for you.

You will find us right in the heart of Uppingham, in the beautiful county of Rutland. We welcome clients from across the surrounding areas – including Stamford, Peterborough, Bourne, The Deepings – and further afield.