Case Studies
Protect Your Income as a Freelancer
Case Study: Andrew Background Andrew ran a small graphic design studio near Weymouth Harbour. As a self-employed designer, his income depended entirely on his ability to work at a desk, meet deadlines, and manage client projects. Two years ago, Andrew took out Income...
The Importance of Taking out Key Person Cover
Case Study: Jane Background Jane co-founded a boutique travel company with a long-time friend and business partner. They specialised in bespoke adventure holidays and built a loyal customer base. Early in the business, Jane’s partner suggested they take out Key Person...
Life Insurance and Critical Illness Cover
Case Study: Jake & Sharon Richmond Background Jake was just 13 when his dad died of a heart attack at 42. Sharon was in her early twenties when she lost her mum to a brain tumour. Neither of their parents had life insurance, and both families experienced...
Key Person Protection for your Business
Case Study: Mrs P. from Bridport Background Mrs P. and her husband co-founded a legal services firm specialising in family law. As accredited solicitors, they built a successful practice together, employing five admin staff to support them. While Mrs P. had Life...
Protect Your Family with Life Insurance
Case Study: Robert & Sally Background Robert and Sally were married professionals. Robert worked as a social worker and Sally was a teacher. When their first child was born, they each took out Life Insurance with Critical Illness Cover to protect their growing...
Income Protection for the Self-Employed
Case Study: Dan from Weymouth Background Dan was a self-employed electrician based in Dorset. His work was physically demanding, and as the sole income earner in his household, he understood the importance of staying fit and healthy. He had a young family and a busy...
Protection Insurance Services
Life can change in an instant. The right insurance cover offers peace of mind, financial stability, and real support when it matters most.