Our Work
Case Studies
Have a read of our most recent case studies below to find out how our expert advisers go above and beyond to secure our clients the best solutions for their circumstances every time.
Our Work
Have a read of our most recent case studies below to find out how our expert advisers go above and beyond to secure our clients the best solutions for their circumstances every time.
Protection Solutions
Relevant Life Cover at Four Times Salary for Solicitors in a Law Firm
Protection Solutions
£850,000 Relevant Life Plan Structured for a Company Director – Improving Tax Efficiency and Reducing Potential Future Inheritance Tax Exposure
Protection Solutions
£1m of Relevant Life Cover for a Limited Company Director, Arranged Alongside a Buy-to-Let Mortgage
Protection Solutions
£4m Relevant Life Cover for Entertainment Industry Directors – Correctly Structured for Full Tax Efficiency
Protection Solutions
Structured IHT protection strategy for a £2m estate
Protection Solutions
Securing shareholder and key person cover through evidence led medical underwriting
Protection Solutions
Overcoming Medical Assessment Barriers to Secure Comprehensive Protection Insurance
Protection Solutions
Shareholder protection for business owning clients looking for a fair solution
Protection Solutions
Helping a Company Significantly Reduce Their PMI Premiums Whilst Maintaining Benefits
Protection Solutions
£1 million life cover for HNW 60 year old client
Protection Solutions
Securing income protection and critical illness cover for the whole family following diagnosis of life-threatening illness
Protection Solutions
Securing complex business protection insurance for two founders of a rapidly growing business