Protection Planning
Put simply, protection planning is about preparing for the unexpected. It is about understanding your liabilities in the event of illness, injury or death and putting in place affordable strategies to provide for yourself, your family and where required, your business.
Types of Protection that we advise on include:
For Individuals
- Life Cover
- Income Protection
- Critical Illness
- Private Healthcare
For Business and Directors
- Relevant Life
- Key Person
- Shareholder Protection
- Business Loan Protection
TRUSTS
Putting in place suitable protection is only a part of the equation. In our experience most individuals fail to arrange their plans effectively, opening potential tax liabilities in the event of a successful claim. For this reason (where appropriate) as part of our service we will also recommend and implement a suitable Trust for your Protection arrangements (therefore completing the equation).
Whatever your needs, we can help you implement an affordable and effective protection plan.
What customers say
My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.
Trevor Phillips, Surrey
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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.
Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.