Protection Planning

Protection planning involves reviewing your circumstances to identify whether insurance products such as life cover, critical illness cover or income protection may be appropriate for you.

We will advise on the options available to you and help you understand the costs, terms and conditions involved.

Family protection

What We Offer

Protection advice based on your individual circumstances

Life insurance and critical illness cover
Income protection insurance
Family protection strategies
Business protection planning
Key person insurance
Regular policy reviews and updates

Key Areas of Focus

Life Insurance

Advice on life insurance cover that may be appropriate for your circumstances and those of your family.

Critical Illness Cover

Advice on critical illness cover and the options available to you if you were to be diagnosed with a serious illness.

Income Protection

Advice on income protection insurance, which may provide a regular income if you are unable to work due to illness or injury.

Business Protection

Advice on business protection, including key person insurance, shareholder protection and relevant life cover.

Discuss Your Protection Needs

Contact us to discuss your circumstances and find out whether protection products may be appropriate for you.

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What Our Clients Say

Real reviews from our clients, published unedited

Review for Leo Neal

Manchester · April 2026

What were the circumstances that caused you to initially look for an adviser?

I was looking for a Financial advisor and Leo was recommended to me by a family friend.

How has Leo Neal helped you?

Leo has helped me in many aspects regarding investments and planning for the future.

Have you seen the outcome you were hoping for?

Yes I have been happy with outcome.

What could they have done better?

Not sure they could.

Review for Leo Neal

Cheshire · April 2026

What were the circumstances that caused you to initially look for an adviser?

Making sure we were ready for retirement.

How has Leo Neal helped you?

Leo's knowledge has been invaluable, helping us plan for retirement, always willing to help with advice and to look into things.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing! Leo is very knowledgeable and professional, making sure you understand everything.

Review for Leo Neal

Lancashire · April 2026

What were the circumstances that caused you to initially look for an adviser?

We were moved over to Leo due to staff changes.

How has Leo Neal helped you?

Improved our pensions and outlined other issues that we need to address e.g. Wills etc.

Have you seen the outcome you were hoping for?

Yes.

Based in Boston, Lincolnshire

Ready to take the next step?

Whether you're planning for retirement, reviewing your investments, or simply want to understand your options, our team of local advisers are here to help. Get in touch today for a no-obligation conversation.

Get in touch