Consultation
Protection & estate cover audit
Check life cover, income protection, and critical illness against mortgages, dependents, and business share agreements.
From £575 fixed fee
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Who this is for
Mortgage holders, parents, and company directors whose cover was bought years ago and has not been checked against today’s debts and salaries.
Scope
We list existing policies, map sum assured against liabilities and replacement income needs, and note gaps in trust wording or shareholder protection. Application and underwriting support can be added as a follow-on engagement.
Delivery
One fact-find call, document review, and a written audit within ten working days. Meetings are remote or at our England office.
Pricing
From £575 fixed for personal cover audits. Business share protection reviews are quoted after we see the articles and existing policies.