Live for today, plan for tomorrow
If the unexpected happened tomorrow, would your family be financially secure?
We insure our cars, our homes, even our phones. But what about the people who rely on us the most? Life is unpredictable, and while we can’t control everything, we can take steps to protect those we love.
Isn’t it time to secure your family’s future?
We have two core services, with some extra areas like the mortgage advice where we can pass you to the right pair of hands: We believe finance should not be generic, and offer specific services to give a VIP experience to clients over a jack-of-all approach, that’s why we focus on our two key areas, but utilise other companies who are experts in their fields too.
Family Shield Service
This service covers family protection and focusses on key areas such as Mortgage Protection, Life Insurance, Critical Illness & Income Protection. We also offer a free Trust guidance service
Simply My Retirement
We know pensions are boring, just like mortgages. We hear you stressed out parents who haven’t got time to look at their pensions as retirement is so far away … snap out of it! We do the heavy lifting.
about us
That’s Life protect you & your family now, and your retirement later. We are obsessively family-focussed, are massively OCD and ring fence your finances via our Family Shield service as if you were one of our own. If you also need retirement help i.e. have old workplace pensions gathering dust, our Simplify My Retirement service could work a treat.
We can help with super boring stuff too, like Mortgage Advice via one of our sister companies.
our mission is simple
We help you get your financial ducks in a row; we do the leg work and take away the pain points from you. We don’t sell products over the phone via telesales and sleazy sales tactics, we will hold your hand and build your wall around you & your family. If you are a singleton or don’t have kids, don’t worry we have got your back too and can tailor advice to suit your needs.
Your Next Step
Let’s make sure you and your family are financially protected—now and in the years to come. Whether it’s life insurance, income protection, or planning for retirement, we’re here to help.
