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 168 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

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.
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
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
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
Arranged our mortgage deal and building insurance with Frog. They were really helpful throughout the whole process and we would have no hesitation at all recommending to others.
William Oakes
William Oakes
1708085925
Just the best, Greg helped me find a mortgage for my first property when other mortgage brokers couldn't find one to fit my needs. They were great answering any questions I had and helped me a lot throughout the house buying process. Also helped find and set up house insurance. Will be continuing to use them in the future and I highly recommend them.
K.K. Gres
K.K. Gres
1707130758
I was directed to Frog Financial in September 2018 and received excellent financial advice and general guidance. Since then I have requested them to investigate house insurance for me and have always signed up to the suggested policies.I would have no hesitation in suggesting they are approached by my friends to discuss their requirements.
Dave Shirvell
Dave Shirvell
1706109059
Charley was fantastic to work with. She was super efficient, working swiftly to find the best deal and to make it happen. I would be thrilled to recommend her and Frog Financial.
Jackie Samuel
Jackie Samuel
1705480246
The team at Frog did a stellar job of our remortgage, they took the stress out of the process with prompt, friendly and most importantly informative communication which made the whole process a breeze. We would not hesitate Frog to anyone. Thank you!
Lawrence Mills
Lawrence Mills
1705081739
I have been using Craig and Greg for 3 years and I have been very impressed with the service from Frog. The mortgage solutions that I required were fairly unusual and Greg was able to provide a bespoke service to suit my needs.
mark jordan
mark jordan
1704296797
Amazing financial service from Greg and his team.Really friendly, approachable and efficient. No waiting around for anythingGreat knowledge on helping me, they were also very patient and made the experience stress free. I will be recommending them to anyone needing help with mortgage /financial mattersFeel more secure now with help and advice given. Will be back again in 2 years
Amazing service...always a very professional and quick service. Would definitely recommend:)
Clare Over
Clare Over
1702496481
I had a great experience with Frog Financial Management. Right from the start Greg was super reassuring and knowledgeable. As first time buyers we had a lot of questions and the whole team were always on hand to answer them. Greg, Danni and Charley were beyond helpful, always responsive and got everything that we needed sorted out, which added some peace of mind to what can be a scary process!
Alice B
Alice B
1702387954
Frog Financial have been sourcing property finance for me for several years. Always on hand to offer advice in the ever changing and complex world of mortgages! Charley can also source competitive property insurance.
Ben
Ben
1700132135
Craig,Ruth and the team have been fantastic.After a bad experience with another advisor, I contacted Frog.From the start Craig explained exactly how he would apply for the mortgage.My application was not straightforward as I had been Ltd for only one year.Craig, Ruth and the Frog team were extremely persistent at getting me the mortgage and always kept me updated and informed ,even calling out of hours for some reassurance.They are very professional and genuinely nice people, and great at what they do.I cannot recommend them highly enough.
D Farrow
D Farrow
1699305350
Excellent service, very proactive and quick to source our insurance policy renewal options from the market. Would highly recommend them. Charley has been providing great service to us.
Girish BP
Girish BP
1699089350
I’ve used Frog Financial services for nearly 3 years in a row for my home contents insurance. Charley is beyond professional and helpful and is always willing to to go above and beyond with any questions I may have. I would high recommend their services!
AK
AK
1698947412
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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