Protecting You and Your Family

The best financial plans are built on strong foundations. Whether it is your life, health, loved ones or livelihood, the first step in effective financial planning is to protect what is most important.

Wherever you are on your financial journey, we will create a backup plan that protects your standard of living, your family and your future.

We will help you understand and quantify your personal risks and the effects they might have on your future plans, your family and your business. We will then advise and recommend suitable approaches to help you be prepared for those risks, if and when they occur.

Financial protection for you and your financial liabilities
We advise on and arrange policies such as life cover, unemployment insurance, mortgage term assurance,

income protection and family income benefit plans to take care of your family and your financial liabilities if you are no longer around or unable to work.

Healthcare and medical cover:
Should you fall ill or have an accident, plans such as private medical insurance and critical illness policies are there to help you. We advise on and arrange the plans to help you get the care and support you need to manage and overcome serious medical conditions.

Business protection
Shareholder protection and key person insurance can maintain control over your business in the event something happens to your colleagues. We can advise your organisation on how to design and arrange these policies so you can focus on overcoming business challenges today, not worrying about tomorrow.

You can find more information in our dedicated Business Financial Planning section

We review your existing protection policies to see if they are fit for purpose and take all necessary steps to ensure you are completely protected should the worst happen.

We don’t stop there though. We know that your needs may change as you journey though life so we review your arrangements on an ongoing basis to make sure they continue to meet your needs

You can download the “FinsBridge Guide to Protection”

Download the Guide


Please contact us today to ensure you are protected against whatever life throws at you.

*All the information on this page is for guidance only and does not constitute advice.

Useful Resources

Financial Health Check Tool

Cashflow Planning

Tracking down your pension pots