Life Insurance

Life insurance can be an important element in your financial plan.

When considering life insurance we want to understand the following:


  • Who do you want to benefit from the policy?
  • What value does the policy cover and why?
  • Over what time period do you need the policy?

We can provide advice on life insurance as a stand alone task or as part of your wider financial planning needs. We can arrange life insurance for you personally, as a joint arrangement or in a trust.

If you are a business owner please visit the business protection page for information regarding protecting your business in the event of the death or incapacity of one of your significant shareholders or employees.

You have the options of paying a fee for us to arrange life insurance or allow us to take commission from the life insurance provider.

Commissions from life insurance providers vary, but we will always tell you any commissions that are payable if you choose to allow us to take commission for this service.

Our standard fee for a simple case is £500. If you need life insurance inside a trust this may cost more and if you require bespoke wording for your trust documents lawyers’ fees may also be payable.