Essential cover for all of our business and private clients.

We provide a professional service to all of our clients. Our insurance solutions will protect all of your financial interests:


  • Pensions
  • Retirement & Tax Planning
  • Investments
  • Approved Retirement Funds
  • Self Administered Pension Funds
  • Life & Disability Assurances



Sustainability Factors – Life, Pensions & Insurance Based Investment Products (IBIPS)


In accordance with the Sustainable Finance Disclosure Regulation (‘SFDR’), we inform you that when providing advice, we do not assess, in addition to relevant financial risks, relevant sustainability risks as far as this information is available in relation the products proposed/advised on. This means that we do not assess environmental, social or governance events/conditions that, if they occur, could have a material negative impact on the value of the investment.


When providing advice we do not consider the impacts of our advice that result in negative effects on sustainability factors (namely environmental, social and employee matters, respect for human rights, anti-corruption and anti-bribery matters), because currently there is limited relevant products on the market which meet these criteria. The area of sustainable is relatively new and as the issue progresses, we will review our position.  The firm will review this approach on an annual basis in January each year.


We have not assessed the likely impacts of sustainability risks on the returns since we have not been able to identify any sustainability risks that are relevant.