complete financial planning under one roof
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· Independent Financial Advice ·
insurance
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insurance from one roof financial
We all want to protect the things that we value most in life and therefore it is very important that you ensure that you and your family are protected against life's risks. Taking specialist advice will ensure that you end up with arrangements that meet your needs and budget.
Our service will include:
- a full review of your needs and objectives
- explanation of the various types of cover and how they work
- an appraisal of any cover that you already hold
- an overview of any cover 'gaps' that you have
- product research to establish the most appropriate solution
- a recommendation for cover from a wide range of leading U.K. insurers
- a written report of the recommendation for your records
- completion of the application form(s)
- monitoring and updates whilst the application(s) is/are being processed
- regular reviews to ensure that your cover remains appropriate and good value for money
We can help with the following:
- life insurance
- critical illness cover
- comprehensive mortgage protection
- comprehensive family protection
- buildings and contents insurance
- accident, sickness and unemployment cover
- private medical insurance