A bereavement, a major illness, an accident. It can happen to any of us and can easily threaten our financial security.
But a well planned strategy can protect you and reduce the effects that these unforeseen events have.
At Moss and Roberts, our qualified advisers begin by analysing and prioritising your needs and recommend which appropriate forms of protection and insurance can be put in place, whether safeguarding your income or your loved ones. This will include minimising any tax implications.