Tailored life & health insurance portfolios
How many of us truly appreciate our own worth? We all know someone in our family or business whose loss would have a major financial effect on those left behind. In the event of illness or accident, we could even become a financial drain on those who rely on us.
Financial planning starts with protecting what you already have, but where do you start? Level term, convertible term, whole of life, income protection … there are so many different options and the same type of plan with individual providers can also differ. How much do you need and for how long?
We will:
- perform a detailed review of your existing plans, checking the small print and produce a schedule, which will help us project the likely financial effect of a future claim
- revise your existing arrangements with a detailed review tailored to your individual life style plans
- independently research from the whole of market the various types of plan available and deal with the set up process, from start to finish
- then importantly, review things regularly to make sure your arrangements continue to reflect what you need
We make sure you know what you need to know… call us on 01822 617960 or email us:
