With so many options available, making the right decision to protect your personal and financial situation can seem overwhelming. There is a vast selection of protection products which can be utilised to provide peace of mind and financial security should you suffer from ill health, a critical illness or premature death.
As a firm of independent financial advisers, we are able to research and compare the whole market. We will take the time to understand your current circumstances and where you want to be in the future. We will explain the various options and make a recommendation based upon your individual situation.
Business Protection and Corporate Financial Planning
It goes without saying that companies require specialist financial planning advice, whether it be in relation to protecting the business should anything happen to any of the key members of staff, or simply enhancing employee benefits.
We can offer a wealth of corporate financial planning advice to small and medium-sized businesses and can undertake the majority of the work for you.
At Premier Financial Planning we feel that it is essential that business owners and Directors are aware of their employee obligations both now and in the future. We provide ongoing advice and support, ensuring that our clients are regularly updated with changes in taxation and legislation.
- Whole-of-Life Assurance
- Level Term Life Insurance
- Family Income Benefit
- Decreasing Term Life Insurance
- Critical Illness Cover
- Income Protection
- Long-term Care
- Accident & Sickness
- Private Medical
- Partnership Protection
- Shareholder Protection
- Key Person Protection / Keyman Insurance
Premier Financial Planning
1 Queen Square, Bath, BA1 2HA
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Premier Financial Planning incorporating Rowlinson Clarke Private Clients is a trading name of Mayne Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered office: 1 Queen Square, Bath, BA1 2HA. Registered in England, Company No 7202342. FCA number 628835
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