Bulley Davey WM is your partner in life. Whether insuring your income during periods of illness or uncertainty or setting up shareholder protection, we put your needs first.

Personal Life Assurance

The first rule of financial planning is to protect what you already have. It is important to get the right level of cover for the correct period, to cover the events you are most concerned about and to make sure the right people benefit. As an independent whole of market advice business, we are able to research the marketplace look at your existing plans and, after gaining the information we need, recommend the right course of action for you.

Corporate Life Assurance

Shareholder protection, Keyperson, group death in service, group income protection knowing what cover you need and at what level and for whom is confusing. And yet so many businesses do not look to put this cover in place. It is essential for smooth succession planning of the business, to protect profits should a key individual be unable to work and the recruitment and retention of quality staff. Working alongside a firm of Chartered Certified Accountants places us in a great position to consider the needs of the business and value the level of cover required.