The best Asset Protection: the process

To ensure we can give you best advice,
we like to look at the bigger picture

Google Rating
5.0
Based on 179 reviews
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In most cases, that means we’ll review your asset protection requirements via Frog Wealth Management in conjunction with your personal protection insurance needs via Frog Financial Management.

For you, that delivers the most comprehensive process possible, meaning you should enjoy even greater peace of mind, more efficiently and affordably.

  • Asset Protection + Insurance review = maximum return on time.
  • We can come to you, where and when it suits you best.
  • Standalone Asset protection reviews also available.

We’ve got your assets covered

In a complex marketplace, Frog Wealth Management can make sure you’ve protected the things that matter.

We’re also able to clarify the range and choice of solutions on offer and advise on the best options for your circumstances.

Whether you’re looking to protect assets today or long into the future, we can advise on and recommend the best possible solution at the best possible cost. It may be that a Will is all you need, or you may need to think ahead to how you can protect your personal and business assets from the cost of Care in your old age, or for the benefit of your children and grandchildren.

We’d be happy to listen to your circumstances and advise on the best solution for you, without obligation

Find out more

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Some of our Google Reviews

Frog Financial Management
5.0
Based on 179 reviews
See all reviewsWrite a review
The team at Frog have been fantastic throughout the entire process. Providing great advice and having a proactive approach, I can't recommend them enough!
Aaron Simpson
Aaron Simpson
1734177339
The whole team at Frog were outstanding for us. Greg was our contact for our Mortgage application and he couldn't have been more helpful. He was always available and happy to help with anything, very knowledgeable and we really felt like he wanted the best for us. Charley and Danni also assisted us with insurance cover and they were very helpful and knowledgeable when it came to understanding the policies. They regularly checked in to see if they could help with the whole process, which was greatly appreciated. All the team made the house moving process that bit less stressful and are thoroughly recommended.
Sam E
Sam E
1734009636
I recently worked with Charley to set up my contents insurance, and I couldn’t be happier with the experience. She was incredibly knowledgeable, professional, and took the time to explain all the details of the policy, ensuring it met my needs perfectly.The process was smooth and efficient, and Charley made sure I understood exactly what was covered and how the policy worked. She also provided excellent customer service, answering all my questions promptly and with patience.I highly recommend Charley to anyone looking for reliable insurance advice and support. Thank you for making this process so easy and stress-free!
Maliha Zaidi
Maliha Zaidi
1733993639
I can't recommend Frog Financial Management enough!They were friendly, helpful and really responsive. It really felt they went above and beyond for us (saving us a few extra quid too).
Tom Roberts
Tom Roberts
1733169929
Had a great experience with Frog Financial management. They work proactively, give good advise and are always quick on the ball. Would very much recommend.
Jolijn Bronneberg
Jolijn Bronneberg
1732717048
If you're looking for mortgage, insurance or any other financial protection advice, you really couldn't do any better than Greg, Charley and the rest of the Frog team. Since putting our house on the market, Greg was very quick to respond and generous with his time - always explaining things clearly and what our options were. With Frog's support, we had trust that we were making the right choices for our family.
Owen Adkins
Owen Adkins
1728940246
The team at Frog are oustanding. A big thanks to Charley (who is amazing) at helping with my home insurance.Thank you very much
John Vassallo
John Vassallo
1727261810
I can't thank Frog Financial enough! They made buying our first home so easy and stress free. Greg was so helpful throughout the whole process and really took time to explain things in detail. The rest of the team were also super helpful and proactive and so responsive to our emails and phone calls. I honestly cannot recommend them enough!
Tom Harding
Tom Harding
1727018918
Greg, Ruth & the whole team at Frog Financial have been amazing at securing mortgages for myself and my sister. We have had lots of changes & challenges and they have been very helpful & quick at responding to multiple questions! For myself, being self employed, Greg worked wonders to find a lender that worked. Fingers crossed until it all completes!
sarah heduan
sarah heduan
1725377138
I highly recommend Frog Financial Management. Charley is fantastic, so helpful and sorts us out every year. Than you
Lesley Ashton
Lesley Ashton
1724154889
Can't recommend Craig and his team enough! Amazing family ran business who will work tirelessly to provide you the best service. Got us exactly what we wanted and was always just a phone call away if we had any queries or needed some advice and support.Will definitely be using them again.
Sacha Podda
Sacha Podda
1724067412
I could not recommend using Frog financials more!They are quick to reply to any queries via email and on the phone. They provide well informed advice and are exceptionally friendly when answering questions.I will definitely be using them again in the future!
Katie Bryden
Katie Bryden
1723557747
Greg and the team have been super helpful throughout the whole mortgage process! Greg has explained each part of the application with great detail to make sure we understand it fully. They were prompt in their replies and made this a completely stress-free experience, highly recommend!
Emma Hooley
Emma Hooley
1722871153
Very professional and knowledgeable service with great detail and kindness, I have been using frog services now for 12 years and am very happy with the products they find for me
Paul Singh
Paul Singh
1721049224
After trying various agents and insurers, Frog FM was able to secure exactly what I needed and for a reasonable premium. Professional and friendly service. I know who to go to first next time!
Simon Gardner
Simon Gardner
1720201499
I first contacted Frog several years ago and they are now my "go to" company for all financial matters and advice. I have always found them friendly, efficient and easy to deal with, and I applaud their ability to convert "financial jargon" into everyday understandable language.I also especially appreciate that they will contact and remind me when I need to review some aspect of my finances. I can without hesitation fully recommend Frog and all their team members
Roger James
Roger James
1719570412
Charley and Danni have been exceptional in assisting me with managing my insurance requirements. They offer an outstanding and effortless service.
Alex Woodford
Alex Woodford
1718270992
Amazing.Charley and Greg were amazing in listening to my needs and being able to offer the best solution for me.Thank you Charley for your patience with me. You have been incredible.I like the fact that they are a local company.I strongly recommend them.
mireille lavollee
mireille lavollee
1718203179
I have used Frog Financial for several mortgages and cannot recommend them enough. Extremely helpful, professional and efficient and always going above and beyond to make the process as smooth as possible and finding the best options for me. Everyone in the team is brilliant to work with and I will of course be using them for all future mortgages! Sam x
Samantha Simpson
Samantha Simpson
1713710984
I dealt with Greg to get a mortgage on my first property - he was fantastic, helped educate me on the process as well as coming up with outside of the box solutions, really happy with the service and will 100% use him again in the future.
Tom Evans
Tom Evans
1713279680
An exceptional service given. Everyone we have spoken with has gone above and beyond to help us and answer all questions we have. Can not recommend Frog financial management enough and will be using them again in the future.Helena & Jason
Jason Benn
Jason Benn
1712763206
Greg and the team at Frog Financial have been excellent with finding me a mortgage a couple of years ago and managing the renewal recently. They have been able to find the best deals in the market and provide good options and advice based on our conversations. They are friendly, attentive and responsive and I highly recommend them.
Carl Goodman
Carl Goodman
1712568081
Amazing team could not have done it without them.
Grace Kearns
Grace Kearns
1711487336
Excellent service from Charley on a non-standard building and contents insurance. She was prompt, and knowledgeable, and helped clarify various issues
andrew grant duff
andrew grant duff
1709556163
Phenomenal service. I have and will recommend Frog Financial to everyone. Informative, helpful, great communication, so kind, and we really felt like the whole team cared about us. Took so much of the stress out of the process. We have no doubt that we will use Frog again! 🐸
Elena Prokopiou
Elena Prokopiou
1708805074
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Bloodline Planning ensures your assets reach your children and grandchildren, rather than ending up in the wrong hands!

We’re often asked to explain the complex world of asset protection, so we’ve listed some of the most frequently asked questions here. If you don’t find the answer you’re looking for, give us a call at any time.

Q. We only have debts to leave behind us, why do we need a Will?

A. Will can take care of more than just money. If you have young children, for example, a Will can ensure they aren’t taken into care should the worst happen.

Because a Will allows you to legally nominate an appropriate Guardian. Without one, your children could be taken into care until the Courts decide who is best to look after them.

Making a Will is a simple and affordable way to provide greater peace of mind.

Q. Why use Frog Wealth Management?

A. Because we make making a Will as convenient as possible. Many of our clients have told us they just can’t take time out of their busy schedules to attend a solicitor’s office in working hours, for example. So, we’ve tailored our services appropriately, coming to them where and when is convenient.

It’s all part of the service to ensure your assets and family are protected.

Q. What do we do with our Will once it’s made?

A. We’ll arrange to have all your important documents stored for you – for a small annual charge. Having your Will stored offsite in a fire-proof safe is widely accepted as best practice.

Q. My parents are concerned about the impact of Long Term Care costs, what should I do?

A. Talk to us. We have discussed these issues with many people in a similar situation and helped them to take a few simple steps to minimise the effects of Care Costs on their legacy.

Q. I have worked hard to build up my wealth over many years. I am concerned over my children’s financial awareness, should they suddenly inherit my Estate. What should I do?

A. We can advise on any worries you might have about how your Estate might be eroded in the future, whether that’s by:

  • A child getting divorced and half of their wealth being attacked in the settlement.
  • A child going bankrupt and all their wealth being attacked by creditors.
  • A child dying and the wealth they inherited being subject to IHT a second time, before the grandchildren can benefit from it.

Frog Wealth Management can help you address all the above issues; these can be addressed with some straightforward planning, providing you peace of mind and ensuring all your hard work will benefit your children and grandchildren.

Protecting Your Children’s Inheritance.

With Frog Wealth Management, it only takes a little planning to make sure your children and grandchildren benefit from your hard work for generations to come.

Bloodline Planning will ensure that your assets reach your children, grandchildren and other relatives, if this is your wish, rather than ending up in the wrong hands.

Without this kind of planning, assets such as cash and property are passed to Beneficiaries “absolutely”, leaving them at risk of attack from any future divorce settlements, creditors and taxation.

By using Trusts strategically, your children and grandchildren can benefit completely from their inheritance, while ensuring the family home and other assets are not lost to the costs of Long Term Care.

If you want to make sure your hard-earned assets benefit more generations of your family, Bloodline planning is essential.

If you would like to know how to protect your children’s inheritance
PLEASE GET IN TOUCH WITH US TODAY?