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Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Health and Family

Protection

Many of us don’t like to think about the effect of ill health or death and in particular the financial impact it may have on you personally or on your loved ones.

In the UK there has been an enormous protection gap evidencing our reluctance to consider insurance policies as a viable means of protecting our selves our families and our livelihoods.

However there is good news there are now a range of cost effective plans available that can suit a number of situations.

What our customers say

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I run a successful company and turned to Pete for our pensions auto enrolment. This was completed on time and in budget. As a result he now manages my SIPP. He explained pensions in a simple way to staff and. We meet twice a year or as required to do my review.

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