Financial Protection

Death and taxes are inevitable in life but at Charles Royle and Company, we can ensure that you and your dependants have the peace of mind and security to minimise any financial worries.

Health is never valued until illness or injury occurs although there are a number of ways in which we can help individuals protect themselves against the financial consequences of ill health. Having a financial back up plan when ill allows individuals to concentrate on getting better.

We specialise in arranging personal and business protection for individuals who are at risk of not being able meet their financial commitments and obligations if they were to die prematurely or are no longer able to work.

We have experts to help our clients achieve long-term financial protection, on a variety of matters:

  • Life assurance for family protection
  • Life assurance for business protection
  • Critical illness
  • Mortgage protection
  • Income protection
  • Private medical insurance

A typical example of the way in which we can add expertise and knowledge to complement your wider financial plans can be seen in the client testimony below.

Ms M, is a Managing Director of her own business, she approached Charles Royle and Company for help and advice. She realised that she needed to protect her family and also her fellow director, in case something unexpected should happen to her. She was concerned about what type of cover to have, how to set up a suitable plan and how much time it would take to complete all the paperwork.

We spent time talking to Ms M to work out what type of cover she needed and how it should be structured. The plans have now been arranged and Ms M has peace of mind knowing that if anything happens to her, then her family and fellow director are financially protected.

We really appreciate your help and your “thinking outside the box”.
Client R&D