01415647700 info@fitzallan.com

Protection

Planning for the unexpected is every bit as important to planning for the expected.  

The financial consequences of premature death or disability can be severe if not assessed and addressed in advance.  At Fitzallan we want to make sure that our clients, and their families, have sufficient protection to provide peace of mind in such circumstances.  

We also want to ensure that our clients’ businesses have taken every reasonable step to cover the risks to their owners and their key people.  When this is done, we can then focus on building wealth for the positive scenarios. 

We advise on life assurance, critical illness cover, insuring income, and using life assurance policies to provide for Inheritance Tax. 

We take into account cover already in place, making sure it remains appropriate and good value, replacing it if better cover is available and leaving it alone if not.    

  CII Logo

Fitzallan Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 401398 http://www.fca.org.uk/register.

Fitzallan Limited Registered Address: 105 West George Street, Glasgow, G2 1PB. Registered in Scotland, No. 263565.

Neither Fitzallan Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.