Consultation
Protection Needs Assessment
Life cover, income protection, and critical illness reviewed against mortgage debt, dependants, and existing workplace benefits.
Who typically asks for this
Households with mortgages, young children, or self-employed income that would stop if illness struck.
What to expect
Life cover, income protection, and critical illness reviewed against mortgage debt, dependants, and existing workplace benefits. We confirm the fee in writing before any advice is delivered, and we set out what documents help the first meeting stay focused.
Delivery is by video across Great Britain or in person at our St. VonRueden office by appointment. After the consultation you receive a short written summary of recommendations and next steps.