Protection Planning

Protection Planning is all about preparing for the unexpected. A thorough protection review can give you peace of mind that following illness, injury or worse, you can still provide for yourself, your family and your business.

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    Key Features

    There are many areas of Protection to think about, we help break down what you need.  Below are some areas of consideration. We can help answer questions on these and plan what cover is right for you.

    • You can guarantee lump sum cash payments for your loved ones should the worst happen
    • Income Protection gives peace of mind that your income doesn't need to stop working just because you have
    • You're more likely to fall ill, or injured than to die, so we can arrange cover to pay out for these circumstances
    • Do you know how much cover you require? This is different for everyone, contact us and we can help.
    • What will happen to your business if you fall ill, or were to die?
    • Relevant Life Cover offers tax efficient life cover for Business Owners, have you reviewed yours?

    Insuring against the unexpected

    Protecting your finances is one of the most important contingency plans to safeguard you, your family and your business. Our protection planning advisors have years of experience in constructing robust plans to deal with any eventuality. Whether you require insurance to repay your mortgage if you’re unable to, look after your family or specialist business insurance, the team are passionate about easing our Clients’ financial concerns.

    Protection planning usually involves looking at several areas that are relevant to your life and circumstances, including:

    Personal Cover

    • Life Cover
    • Critical Illness Cover
    • Income Protection

    Business Cover

    • Relevant Life Insurance
    • Shareholder Protection
    • Key Person Insurance
    • Business Loan Protection

    You can find further details of these solutions here.

    Why use us?

    Our Protection Specialists are here to help you. Everyone is different, from age, health and wealth to their personal priorities. We will take the time to find out who you are, identify what’s important to you and work with you to establish exactly what cover you require.

    Pure Protection


    Individual needs are very personal, we can ensure what matters to you most is protected.


    We can assess your current cover and ensure you are adequately protected


    Do you know how much cover you require? We can help you get this right.


    As Independent Financial Advisers, we will search the market to find the best rates available for you.


    We can work with your budget to determine how best to protect you and your family.


    Since originally speaking with Stuart d’Ivry and then moving our Pension management to PWM we have been delighted with the service received and the quality of Stuart’s advice. We haven’t hesitated in recommending Stuart and PWM to family, friends and colleagues as we know they’ll receive a highly professional service tailored to their own needs.
    Alan & Karen Peppercorn, Kent

    Ready to talk Protection?

    Call us and speak to a real person

    02922 671 957 Request a Callback