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Life Insurance and Protection

Protecting your family or business against the worst that life has to throw at you makes good financial sense.

It’s our job to help you understand the pros and cons of the various insurances that are available and ensure that you obtain the right policy and the correct level of cover.

The importance of financial insurance and protection should never be underestimated.

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Our People

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  • Simon Cole

    Board Member, Chartered Financial Planner, Private Client

  • Jonathan Orchard

    Chartered Financial Planner, Private Client, Wells

  • Gavin Jones

    Associate Director, Chartered Financial Planner & Financial Strategy, Private Client, Wells

  • Daniel Middle

    Private Client, Financial Planner, Wells

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