Protection Planning

Please select from the following:

life insurance 3
Life Insurance
Critical Illness Cover
income protection 1
Income Protection
grandparents securing grandchildren's future
Business Owners Protection

Our aim is to help you to feel empowered, informed and confident about your financial wellbeing.

Case Studies

Our passion is helping you to invest in a brighter future and achieve your life ambitions, whether that is paying off your mortgage, starting a new business, helping you to retire earlier than expected or setting up a charity.

We have provided advice and helped several clients achieve their ambitions, please see below some of our selected client case studies:
financial planning for retirement

Financial Planning For Retirement

Our clients found themselves balancing mortgage and property wishes, with a desire to save as much money as possible...

RFS blog - raising capital

Raising Capital In The Current Market

We were working with a client to potentially remortgage their property in order to consolidate some unsecured debts and raise capital...

RFS blog - mortgage with a default

Getting A Mortgage With A Default

Our clients were struggling to get a mortgage because of a default against their name for a very small amount...

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