Click on the picture below to open up the brochure
This service is for less experienced customers
If you yourself have identified a protection need, but are not sure of the right product to meet their need, then our Advisory Service is the most appropriate route for you. You can start the process by clicking on the Protection Questionnaire link to the left. You will be taken to a form which, once you have completed and sent to us, will enable our experienced advisers to determine to most appropriate protection product for you, which will include the correct and most comprehensive level of benefit for the most competitive premium. You are not obligated to proceed with our advice at any stage.
If you think you know what product you need, but aren't quite sure and would like to find out more, click on the appropriate link to the left.
What We Offer
- Comprehensive review of your existing protection policies
- A full analysis and calculation of your protection needs
- Policy research
- Competitive quotes
- Protection report detailing all the above
- Implementation of recommendations including:
- policy applications
- liaison with policy provider to ensure correct policy set-up
- Ongoing advice as to the continuing suitability of recommended products and sums assured
Is this right for me?
This service is most appropriate for people who:
- usually use a Financial Adviser to arange their protection policies
- do not have time to dedicate
- do not fully understand the different protections products and which may be appropriate for them
- would not be able to determine the appropriate level of cover
- would not be able to determine whether they were paying a competitive premium
- feel more comfortable receiving a guiding hand