INDIVIDUAL
PROTECTION

Whether it’s mortgage protection, protection for your loved ones, protecting your income, or protecting yourself against the financial effects of suffering a serious illness like cancer, we’ve got you covered!

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Business
Protection

If you’re a business owner then we can arrange Shareholder or Partnership protection, help to protect your Key People, and even your Business loans. We can also arrange highly tax efficient life insurance, and protection of income for your Directors or Management employees. It’s what we do!

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Employee
Benefits

Death in Service, Sick Pay, Critical Illness, Private Medical Insurance and Cash Plans – bought by employers to cover their employees. Provided in isolation, or as part of a wider employee benefits package, these schemes are highly valued by employees as they provide financial protection for them and their families, yet they can be relatively inexpensive for employers, and come with tax benefits and value added services.

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Individual<br>Protection
Individual
Protection
Business<br>Protection
Business
Protection
Employee<br>Benefits
Employee
Benefits
Claims
Claims

We Make it Personal

Whether it’s mortgage protection, protection for your loved ones, protecting your income, or protecting yourself against the financial effects of suffering a serious illness like cancer, we’re got you covered!

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News Feed

Insurers - Added Value Services

We are proud to work with many of the leading insurance providers in the UK...

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Would you let a stranger decide who looks after your...

Would you let a stranger decide who looks after your child? 57% of women with...

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Support for mental health charities in 2018

Mental health problems at work are common. At least one in six workers is experiencing...

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What our clients say

Mark, thank you so much for your help in setting up my family’s health cover. You have been helpful, professional and kept me informed throughout the whole process. I would definitely recommend you to my friends and family.
Sundeep Chandra Teacher
I have known Mark Roberts for a number of years now. He is professional, trustworthy, and a pleasure to work with. As always Mark, thanks for all the great advice. I look forward to speaking soon to review things and looking forward to many more years working with you.
Nigel Morton Tax specialist
Having worked with Mark for a number of years I have always been impressed with the professional and thorough service he provides. He has helped me personally and I have introduced him to friends and family.  When clients ask for a Financial Advisor he is the first I would recommend, and the feedback is always encouraging
Victoria Ralph Accountant
Great service, really professional
Abigail Layman Teacher
Mark has provided first class financial advice on all our financial needs for a number of years. He is professional and willing to give advice at all levels. We are in a significantly stronger place financially thanks to Mark. I would thoroughly recommend his services.
Dave and Joanne Richardson IT Consultant and Teaching Assistant

Contact Us

Or Call 0161 771 2050