Home / Employee benefits / Risk and protection

Choose an office:

Select

020 7499 6424

72 Welbeck Street
London
W1G 0AY

Location

info@brooksmacdonald.com

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

Location

edinburgh@brooksmacdonald.com

+441481 815 555

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Location

guernsey@brooksmacdonald.com

0161 870 3860

Richmond House, Heath Road, Hale WA14 2XP

Location

hale@brooksmacdonald.com

01329 552 111

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Location

hampshire@brooksmacdonald.com

+441534 715 555

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Location

jersey@brooksmacdonald.com

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Location

leamingtonspa@brooksmacdonald.com

01618 614 110

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Location

manchester@brooksmacdonald.com

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Location

taunton@brooksmacdonald.com

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

Location

tunbridgewells@brooksmacdonald.com

01904 234 820

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Location

york@brooksmacdonald.com

Risk and protection

Core protection benefits like life assurance and critical illness insurance don’t tend to motivate employees from a day-to-day perspective, but they certainly have an impact on attracting and retaining staff. They demonstrate that an employer understands the financial issues an employee might face without the benefit being in place, and it shows that the employer cares enough to protect its staff.

In designing your protection strategy, we get to know the extent of the financial safety net you wish to provide your employees. We will design a strategy that achieves your business objectives and, where possible, we will include lifestyle-orientated protection benefits such as travel insurance that, in our experience, motivate staff.

We create protection strategies by selecting solutions from the full range of risk-based benefits, including:

  • Life assurance
  • Equity partners’ life assurance
  • Key person assurance
  • Critical illness
  • Income protection
  • Stop loss insurance
  • Personal accident insurance
  • Travel insurance

When you are happy that the strategy works for you, we will get on with the implementation of the benefits. We will find the specific benefits that offer you the level of cover you are looking for at the most competitive rates. Once set up we will focus on managing the day-to-day issues of joiners, leavers, queries and claims so that you only need to be involved as and when you wish.

Contact us

For further information, please contact eb@brooksmacdonald.com.

Brooks Macdonald Financial Consulting Limited is authorised and regulated by the Financial Conduct Authority. Registered in England No 2621847. Registered Office: 72 Welbeck Street, London W1G 0AY.

Key contacts

Nicola Bacchus

Client Relationship Director, Employee Benefits, London

Nicola joined Brooks Macdonald in 2015, she holds the position of client relationship director, employee benefits. Nicola is responsible for leading the employee benefits client relationship management team.

Prior to joining Brooks Macdonald, Nicola worked at Standard Life, Vebnet and Wordplay. She has over 25 years’ experience in financial services.

Nicola holds a Diploma in Financial Planning.

Adam Bexson

Client Relationship Manager, Employee Benefits, London

Adam joined Brooks Macdonald in 2016 and provides advice to employers on all aspects of their benefits programmes. 

Prior to joining Brooks Macdonald, Adam worked for Barnett Waddingham, where his focus was on the provision of advice to SMEs. He has over 10 years’ pensions’ experience.

Adam holds a number of qualifications, including the CIIs Diploma in Financial Planning.

Rebecca Rowntree

Client Relationship Manager, London

Rebecca was part of the employee benefits team between 2008 and 2011, retuning to Brooks Macdonald in 2015 after a career break.  Rebecca assists employers choose, set up, administer and review benefits for their employees.

Rebecca has over 15 years’ experience in financial services, having started her career at an insurer then moving into employee benefits. 

Rebecca is working towards the Diploma in Financial Planning, and holds the Certificate in Financial Planning.

Offices

London

020 7499 6424

info@brooksmacdonald.com

72 Welbeck Street
London
W1G 0AY

Edinburgh

0131 240 3900

edinburgh@brooksmacdonald.com

10 Melville Crescent
Edinburgh,
EH3 7LU

Guernsey

+441481 815 555

guernsey@brooksmacdonald.com

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Hale

0161 870 3860

hale@brooksmacdonald.com

Richmond House, Heath Road, Hale WA14 2XP

Hampshire

01329 552 111

hampshire@brooksmacdonald.com

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Jersey

+441534 715 555

jersey@brooksmacdonald.com

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Leamington Spa

01926 351 051

leamingtonspa@brooksmacdonald.com

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Manchester

01618 614 110

manchester@brooksmacdonald.com

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Taunton

01823 217 084

taunton@brooksmacdonald.com

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Tunbridge Wells

01892 554 900

tunbridgewells@brooksmacdonald.com

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

York

01904 234 820

york@brooksmacdonald.com

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Awards

  • Best company 2017
  • Gold standard awards 2016 winner discretionary portfolio management
  • Defaqto 2017 - DFM Bespoke
  • Defaqto 2017 - DFM managed portfolio
  • Defaqto 2017 - MPS on platform
  • Defaqto 2017 - DFM Service Gold

Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.