Protection Planning

How resilient is your financial life if the unexpected happens?

Protection planning is about more than policies. It is about ensuring the life you have built — and the people who depend on it — remain financially secure if illness, loss of income or death changes the picture unexpectedly.

At Themis, we help individuals, families and business owners create tailored protection strategies that sit naturally within their wider financial plan.

This may include:
• life assurance
• critical illness cover
• income protection
• family and mortgage protection
• business continuity and key person planning
• school fee and lifestyle protection
• protecting long-term retirement and legacy goals

Every recommendation is shaped around your wider wealth plan, your responsibilities and the life outcomes you want to preserve.

As your circumstances evolve, protection is reviewed at each ongoing meeting to ensure cover remains aligned with family needs, business interests and future commitments. That long-term review process is already a core strength of the current page and worth keeping front and centre.

Your first meeting is complimentary, giving us the opportunity to understand what matters most and ensure your wider financial plan remains resilient in the face of life’s uncertainties.

If you would like to find out more about setting up life assurance and critical illness protection, or our other wealth management services, do get in touch.

Testimonials

What Our Clients Say…

Kate brings a wealth of detailed knowledge and caring personality to an important subject for clients.

Kate however approaches the subject in a really personal way and finds out about the client, their life, their plans and their financial needs. This leads what she does rather than just looking at the products.

Definitely recommend speaking with her to see for yourself.

My wife and I have been ably guided by Kate Gannon of Themis around the intricacies of domestic financial planning from the company’s outset.

Kate has provided excellent value for money for our investments. We get home visits with a friendly approach and Kate is always available by phone or email for any queries. We have had Five Star service and would thoroughly recommend Themis to prospective clients.