We deliver an assessment of your existing insurance cover and identify any weaknesses or shortfalls, either as part of our general financial planning process or as a separate service.
There is a bewildering variety of policies from which to choose, from those which pay a monthly benefit to cover income lost on illness or injury to those which provide a lump sum on death or the diagnosis of a critical illness. Our service will help you to prioritise and match the type and level of cover to your needs and budget.
For non-financial insurance, we can refer you to one of our trusted professional connections.
We believe the following reasons help to explain why our clients choose to work with us rather than our competitors.
We are proud that the vast majority of our business comes from recommendations by existing clients and professional connections.
We invest time in establishing strong client relationships built on trust, integrity and value. Whenever you need us we are always available.
TRULY INDEPENDENT ADVICE
We are not tied to any investment companies or product providers, and so we are able to remain completely objective and impartial in determining the most appropriate solution for you.
FLEXIBLE FEE STRUCTURE
Our costs can be collected by way of a fee or commission or a combination of the two and the decision is left completely up to you.