Advice detail
Protection Needs Assessment
Check whether life cover, critical illness, and income protection match your dependents and mortgage commitments.
From £220 · fixed fee for a standard household assessment
Scope at a glance
Check whether life cover, critical illness, and income protection match your dependents and mortgage commitments. Meetings typically run as single session with written findings. Fees start at £220 (fixed fee for a standard household assessment).
We confirm exact scope after a short enquiry so the written brief matches your situation. For the fullest planning engagement, see our Personal Financial Planning Review.