Bedrock Financial Planning


Bedrock Financial Planning advise on a full range of protection products; ranging from insuring your health to insuring your home. Our advisers will be able to assist you and ensure the right protection is in place, should the worst happen.

Unfortunately ill-health, redundancies and death are part of everyday life so the need for protection against these uncertainties is critical. There are often significant differences between the products of different providers, so the need for independent advice is needed now more than ever.

Types of Protection Polices Available:

Protecting your Home – a range of comprehensive Buildings & Contents Insurance products, including Landlords Insurance.

Protecting your Life – a range of Life Insurance products available to cover you in the event of an illness, injury or death.

Protecting your Family – At a time of emotional grievance, a protection package to take care of the financial needs of the family you will be leaving behind to cope.

Protecting your Income – In a climate of job insecurity, this highlights the need to protect your income in the event of illness or redundancy.

Protecting your Business – We offer products to cover loss of a Keyperson or to cover a Shareholder Agreement. We can also help arrange Group Income Protection or Group Life Insurance policies.

Protecting your Estate – we can advise on products to help minimise the effects of Inheritance Tax.

As a further service to our clients, we can help place many of the above policies in Trust. This ensures your wishes are adhered to and minimises the delay between claim and the proceeds being paid.

Contact us

Please feel free to contact us in confidence now on 01275 370 737, or alternatively complete the adjacent contact form and a qualified adviser will contact you at no obligation to discuss your requirements.

Where to find us

Bedrock Financial Planning, Leigh Court Business Centre, Abbots Leigh, Bristol, BS8 3RA.