Consultation
Protection Needs Assessment
Assess life cover, critical illness, and income protection against mortgage and family commitments so gaps are visible before a claim is needed.
Who it suits
Mortgage holders and parents who want a clear picture of what cover they already hold and what is missing.
Fee basis
From £480; product arrangement fees discussed separately if you proceed.
For the full engagement sequence — introductory call, document checklist, main session, and written notes — see how we work.
Ask about life & protection