Protection advice
The most important asset is you
Finding you the best deal
As an Independent Financial Adviser, we offer a whole of market service, which means we can provide you with unbiased advice and recommendations based on your unique needs and circumstances. Our goal is to ensure that you have the right protection in place, so you can have peace of mind knowing that you and your loved ones are Financially secure.
Whole of market service.
How does your service work?
With an initial consultation, we would look to get a full understanding of your current circumstances to identify any protection needs. Once we have a clear picture of your financial situation, we will provide advice and quotations on the most suitable protection policies for you. This may include Life Insurance, Critical Illness cover, Income Protection or Private Medical Insurance.
We identify your protection needs and priorities.
Keeping in touch
It is amazing how quickly our circumstances can change and it is important to review your existing policies to reflect this. Keeping in touch is important and we encourage customers to re-engage with us to review their protection policies and ensure they are still doing the right thing.
Are my plans still suitable? Protection needs change, as we do.
What are the costs?
Ordinarily, we receive a commission from the recommended provider and disclose this to you in writing, this does not affect your premium payable, it is factored in.
We are remunerated by commission, no direct costs, no arrangement fees.
