Tozer

Tozer LLP is a family-owned business with a rich history in the insurance and financial planning industry, dating back to 1970. Our unwavering commitment to providing exceptional client service has been the cornerstone of our success. As an independent firm, we are proud to offer a comprehensive range of insurance and financial planning solutions, allowing us to tailor our services to meet the unique needs of each individual client.

Our Expertise

Recognising that everyone's individual circumstances are different, we understand the importance of providing bespoke financial advice. From protecting your business with the right insurance coverage to planning for a secure retirement, our team of experienced advisors is dedicated to helping you navigate the complexities of the financial world. We thrive on building long-lasting relationships based on trust, transparency, and a genuine desire to see our clients achieve their financial goals.

Services Offered

At Tozer LLP, we provide a full suite of financial services to safeguard your present and secure your future. We believe in taking a holistic approach, ensuring that every aspect of your financial wellbeing is carefully considered.

Our portfolio of services includes:

• Business Insurance: We know running a successful business requires careful planning and protection. That's why we offer a comprehensive array of business insurance solutions, including Shop & Office Insurance, Public House & Restaurant Insurance, Commercial Property Owner Insurance, Van & Business Car/Fleet Insurance, Employers' & Public Liability Insurance, Self-Employed Tradesman Liability Insurance, Professional Indemnity Insurance, Business Partnership & Shareholder Protection Insurance, Relevant Life Cover and Key Person Cover.

• Personal Insurance: Protecting your family and assets is of paramount importance. We provide a range of personal insurance products to suit your individual needs, such as Life Insurance, Critical Illness Cover, Income Protection, Private Medical Insurance, and Home and Contents Insurance.

• Retirement Planning: Planning for a comfortable retirement is essential. We will work with you to develop a tailored retirement plan based on your financial goals, risk tolerance, and desired lifestyle. This may include pension advice, investments, and estate planning strategies.

• Savings & Investments: We understand the importance of growing your wealth over time. We offer a variety of investment options, from individual stocks and bonds to mutual funds and pensions, to help you build a secure financial future.

Your Trusted Financial Partner

We pride ourselves on providing friendly and approachable advice. Our team is always ready to answer your questions and guide you through the complexities of financial planning. We believe in building lasting relationships built on trust and transparency, ensuring that you feel confident and empowered in making informed financial decisions.