Initially founded in 2010 to offer a bespoke and professional service to business owners and senior employees we quickly realised that the demand for this type of high quality service and advice extended far beyond our initial remit of high net worth individuals. Over the years, we have taken steps to ensure that we can now offer this same high level of relevant advice and service to all potential
clients – irrespective of their background. We are proud to be able to help:
- Business Owners
- Directors and senior employees
- BTL Property investors
- Accountants and solicitors
- Young Professionals
- Married Couples
- Families with dependent children
- Families with grown up children
- Individuals
- Grandparents
Through our expansion we are now able to offer a wide range of professional services to these clients via our three established brands:
- BPS Business
- BPS Personal
- BPS Asset
These services include:
- BPS Business
Using our accountancy experience, we focus on providing insurance solutions to business owners and senior employees. Products and services include:
a) Ownership Protection Insurance
b) Key Person Insurance
c) Loan Cover Insurance
d) Tax Efficient Life Cover (Relevant Life Plan). We offer a free review of your circumstances and current policies. We are confident that this will result in an increase in your knowledge and understanding of where potential improvements or cost savings can be made.
- BPS Personal
Due to expansion, we are now able to offer the same level of high quality, professional advice to individuals and families. Products and services include all types of:
a) Life Insurance
b) Critical Illness Insurance
c) Income Protection Insurance
d) Unemployment Insurance
e) Private Medical Insurance
f) Buildings and Contents Insurance
g) Over 50s Plans
To ensure that we are offering the best possible service to our clients, all appropriate policies are written into trust at outset – this service is offered, as standard, free of charge to all clients. Please contact us to learn more about the benefits of trusts.
- BPS Asset
Initially set up to provide our personal clients with a cost effective and convenient option to address the need for a will, this service has now grown to provide:
a) Standard Wills
b) Mirror Wills
c) Protecting assets from Residential Care Costs
d) Bloodline Planning
e) IHT Planning and Mitigation
We found that clients have worked hard to build up their asset base for the benefit of their families, children and grandchildren not for the benefit of the taxman or to fund residential care costs at a local council level. We found that the main barrier to addressing these major issues was lack of time not potential cost. Therefore we have developed this cost and time efficient offering and are happy to travel to you at a time and location of your choosing to help you address these needs.
