Protection for families and businesses
Today’s world can be unpredictable with many financial uncertainties, so protecting your family and business against financial loss is becoming increasingly important.
Insurance protection for families and businesses - independent financial advice
With the right protections in place, you can ensure that your family’s income and lifestyle are safeguarded if the unexpected happens. For business owners, future planning in this way will help your company survive and continue trading in the event of challenging circumstances.
From life insurance to income protection insurance, our independent financial advisers will help you find the right protection for your family, based on your needs and circumstances.
Taking a ‘whole of market’ approach, we can offer:
- life insurance, including term and whole of life insurance, to protect you and your family
- life insurance to cover your mortgage
- critical illness and income protection cover
- funeral plans
We can advise you on:
- succession planning including the structuring of life policies and tax advice
- business protection cover – shareholder/partnership protection and key person insurance, protecting your business when you or your employees are affected by illness or death.
- employee benefits – death in service benefit or relevant life insurance, group private medical insurance and Permanent Health Insurance (PHI)
We’re here to help
To find out more, give us a call. We offer a free consultation and can meet you face-to-face, virtually or in your own home, whichever is best for you. Tell us what you want to achieve and we’ll let you know how we can help.
Our independent financial advisers are based in:
- Cambridgeshire: Cambridge
- Essex: Brentwood, Chelmsford, and Saffron Walden
- Hertfordshire: Bishop's Stortford and Royston
But we can help you wherever you are in UK. Call our financial specialists for a FREE initial consultation on 0800 013 1165
Talk to an expert
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Adrian Ostler
Financial Services Manager, Wealth management
Cambridge office
Meet Adrian -
Cara Lambert
Senior Wealth Planner, Wealth management
Bishop's Stortford office
Meet Cara -
Kieron Willis
Senior Wealth Planner, Wealth management
Bishop's Stortford office
Meet Kieron -
Neil Matten
Wealth Planner, Wealth management
Cambridge office
Meet Neil
What our clients say
Jeff Sadler
Eastbourne
Adrian listens carefully and provides impartial advice which has been invaluable in helping to me reach my retirement and lifestyle goals. I have no hesitation in recommending Adrian, as his people skills are excellent and the advice given is always uncomplicated and succinct.
Mr and Mrs W
Westcliff
Entrusting the accumulated wealth of a lifetime's endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
Susan Smith
Braintree
Tees patiently explained everything in detail, in language that is easy to understand. They offered an excellent professional, honest, trustworthy and friendly service.
