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Protection and Insurance Advice

A mortgage or property purchase is often one of the largest financial commitments you will make. The right insurance can help protect your income, family, property, business and wider financial plans if circumstances change unexpectedly.
Private Finance provides advice across a range of protection and insurance needs, including income protection, life insurance, critical illness cover, family income benefit, health insurance, business protection, landlord insurance, buildings insurance, contents insurance and renovation insurance.
Our aim is to help clients consider the risks that matter most and put suitable protection in place alongside their mortgage, property or business planning.

Protecting Income, Property and Financial Security

Insurance needs can vary significantly depending on your circumstances. A family buying a home may need life cover or income protection. A business owner may need key person cover, shareholder protection or relevant life insurance. A landlord may need specialist cover for tenants, rental properties or portfolio risks. A client renovating or developing a property may need cover that reflects the work being carried out.
We help clients understand the types of cover available, how they work and where specialist advice may be needed. This is especially important where personal, property and business risks overlap.