We can help get you the best price for insurance and, most importantly the best value (price combined with features and level of cover). We can also guide you on the best type of policy for your requirements, such as:
We have researched the whole market so have access to the best prices, the best levels of cover and can guide you on the best products and providers.
We are paid by commission for “pure insurance” so you should have no need to pay us any fee.
If the policy has an investment element (such as a unitised whole of life policy), we may have to charge you a separate fee to comply with current regulations (we will discuss this at the outset so you can be sure of what you will be paying).
We can also help guide you on whether the policy should be held in trust, in sole names or joint names.
Please call us to discuss your requirements further to be sure to get the best solution for your needs.
Read more about Financial Planning: