I am a Specialist Business and Personal Protection Adviser. I work closely with my clients to work out what is important to them.
As a Specialist in Business Protection, I can help you ensure that if you or any of your team were to die or have a critical illness that the business could continue to operate. If you have Business Loans they could be paid off if you die and that you could continue to be paid if you were not able to work. I can also advise you on how you can take out tax efficient Personal Life cover through your business and how you can provide cost effective employee benefits.
As a Specialist Personal Protection adviser, I can help you work out what sort of protection is right for you and your family. This might be Mortgage Protection, Life and Critical Illness cover or Income Protection. You might need to make plans to provide funds to pay any possible IHT liabilities. I can work with you to put plans in place that are right for you.
I have been a Specialist Protection adviser for some years now, but have spent most of my career working in business both as Managing Director of 3 SME companies and at a Senior level in a FTSE 100 company. This insight into business helps me understand the needs of your business. I am also the mother or 2 children and 4 grandchildren so l believe I understand the needs of both young families and older generations. This enables me to help you plan for you and your family’s needs.
What’s important to me?
I enjoy having my large and extended family around me. It seems to keep growing and expect more grandchildren at some point soon. When not with my family, I love to entertain as often as possible. There is often a full house. I also spend lots of time in the garden, it’s a great form of relaxation. I walk as often as I can on our beautiful beaches and countryside and increasingly like to travel to countries that love their food and wine!