Risk & Insurance

When the what-ifs are taken care of, you can get on with enjoying life and asking ‘What next?’

Often, insurance is seen merely as a necessary evil, hence all those insurance-by-numbers brokers out there providing off-the-shelf solutions

Instead of providing certainty, as insurance should, they foster uncertainty. About cover. About price. About the what-ifs. But we do things differently.

The power of peace of mind

Everything we do at Capital Partners is designed – with you, for you – to ensure you live your best life. Managing and mitigating risk and providing peace of mind is a big part of that.

How can you enjoy life if you’re fretting about the future?

So, we apply the same logical, personal, evidence-based ethos to risk and insurance as we do to every area of financial planning. We demystify. We discuss. We decipher. And we actively ensure you have the policies you need to stop worrying and start enjoying the lifestyle you want to protect.

The right price and cover starts with the right underwriter.

We have links to specialists who are continually researching underwriters, products and premiums.

This means we can cut through the jargon and fine print to help you make the right choice, not just based on price, but on which underwriters and products will be easier to work within a worst-case scenario. Insurance is about alleviating emotional stress, as well as financial stress.

Life and family insurance

When you take the what-if uncertainty out of life, you can focus on enjoying the here and now with your loved ones, safe in the knowledge they’ll be OK, whatever happens. Life and family insurance offers peace of mind.

Business risk and insurance

Are all of your assets insured properly? What about the most valuable asset: you and your people? Get insurance and a plan to cover every succession scenario, then get on with business.