Consultation

Protection Needs Assessment

An honest look at life cover, critical illness, and income protection against mortgages, dependants, and business commitments.

From £195 — assessment fee, waived if you proceed with arranged cover through us

Request this consultation

Advisor reviewing papers with a client at a meeting table

Who it is for

Families and business owners who want cover recommendations without pressure to buy on the day

Duration & delivery

One 60-minute meeting and a written shortlist

Fee basis

£195 — assessment fee, waived if you proceed with arranged cover through us

Next step

Schedule a protection assessment.

See how appointments are scheduled

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Book this meeting

Tell us which decision you are facing and we will confirm suitability before holding a diary slot.

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