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OUR SERVICES :
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COMPLIANCE and LEGAL :
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Official IFA & Sponsor of
Bath Rugby


 













Authorised and Regulated by the
Financial Services Authority

 



Your money in safe hands

Our Director, Steve Thornton, is an IFA with nearly 20 years experience in the financial services marketplace. By providing adequate personal and business protection we help safeguard the financial security of families, loved ones and businesses.

By assessing your current circumstances, objectives and budget, we tailor protection solutions using a wide range of insurance products:

  • Life Insurance
  • Critical Illness
  • Group Life
  • Key Person (Keyman)
  • Shareholder Protection
  • Partnership Protection
  • Income Protection (PHI)
  • Medical Expenses (PMI)

“We are all required to protect our houses and cars, but we often overlook thet importance of protecting the things that matter most,  our families and our businesses.  We can easily replace a car or property if damaged, but we can never replace a loved one.” ….. Steve Thornton.






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