Specific Advice

Financial success requires not only the successful accumulation of assets over the course of your working life, but should also include the protection of those same assets. Our interest and expertise in income, family and wealth protection, through individual and group schemes, remains a key point component of our wealth and risk protection offer.

Whether it is life, disability or business insurance, CBD have it covered. In addition to our long established connections with insurers, we have a wide range of providers of life and disability insurance. We provide insurance to protect our clients’ assets, both tangible and intangible. We analyse potential risk and implement the appropriate cover at the right cost.

Let CBD review how suitable and competitive your existing arrangements are and discuss options from a broad range of solutions which include the following:

Term assurance
Life insurance
Death in service
Critical Illness
Long term care
Income Protection (an income is an asset worth insuring)

We offer:

Current financial security assessment
Setting defensive needs
Structure and ownership of insurances, for tax minimisation and asset protection
Incapacity protection strategies
Enforceable and guaranteed renewable contracts
Claims advice and management
Strategy and structural recommendation (SoA) and implementation