Jo & Paul's financial protection

Client stories

Jo & Paul's financial protection

Jo & Paul were keen to put some insurances in place, so that they had peace of mind that their bills were covered should the worst happen.

Paul ran his own business, which had suffered during the pandemic, leading to him having to take new work.

Jo had some underlying medical problems, and both of these factors brough financial protection to the front of their minds.

By working with us as their financial adviser, we captured all relevant information about their circumstances, and spoke with a number of insurers to make sure we found the right fit for their circumstances.

This was especially important given Jo’s medical history, as not all insurers are happy to cover all conditions.


By using our close relationships with the insurers, we managed to secure the cover they needed on the best terms possible.

We arranged life insurance, critical illness cover and income protection for them both – ensuring that each other, as well as their children, were robustly covered whatever their futures bring for them.